AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 815,114 shares; 2024Q4: 691,646 shares; 2025Q1: 682,871 shares; 2025Q2: 697,826 shares; 2025Q3: 119,784 shares; 2025Q4: 249,088 shares; 2026Q1: 590,038 shares; 2026Q2: 587,164 shares 587,164 $170M 3.15% -2,874 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,006 shares; 2024Q4: 3,183 shares; 2025Q1: 3,658 shares; 2025Q2: 1,368 shares; 2025Q3: 89,373 shares; 2025Q4: 129,073 shares; 2026Q1: 139,259 shares; 2026Q2: 200,052 shares 200,052 $137M 2.55% +60,793 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,500 shares; 2024Q4: 20,342 shares; 2025Q1: 21,533 shares; 2025Q2: 21,719 shares; 2025Q3: 92,377 shares; 2025Q4: 199,169 shares; 2026Q1: 306,968 shares; 2026Q2: 295,275 shares 295,275 $109M 2.02% -11,693 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 770,026 shares 770,026 $107M 1.98% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,042 shares; 2024Q4: 89,081 shares; 2025Q1: 88,443 shares; 2025Q2: 91,405 shares; 2025Q3: 158,434 shares; 2025Q4: 221,824 shares; 2026Q1: 499,727 shares; 2026Q2: 527,328 shares 527,328 $105M 1.96% +27,601 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,323 shares; 2024Q4: 112,775 shares; 2025Q1: 109,996 shares; 2025Q2: 106,441 shares; 2025Q3: 51,806 shares; 2025Q4: 76,968 shares; 2026Q1: 242,209 shares; 2026Q2: 265,550 shares 265,550 $94.9M 1.76% +23,341 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,370 shares; 2024Q4: 42,328 shares; 2025Q1: 41,523 shares; 2025Q2: 42,050 shares; 2025Q3: 75,380 shares; 2025Q4: 122,875 shares; 2026Q1: 230,977 shares; 2026Q2: 233,876 shares 233,876 $87.2M 1.62% +2,899 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,841 shares; 2024Q4: 73,963 shares; 2025Q1: 72,203 shares; 2025Q2: 79,872 shares; 2025Q3: 80,605 shares; 2025Q4: 155,250 shares; 2026Q1: 302,481 shares; 2026Q2: 320,122 shares 320,122 $76.3M 1.41% +17,641 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,792 shares; 2024Q4: 69,230 shares; 2025Q1: 55,580 shares; 2025Q2: 48,511 shares; 2025Q3: 5,317 shares; 2025Q4: 14,763 shares; 2026Q1: 89,076 shares; 2026Q2: 100,954 shares 100,954 $75.6M 1.4% +11,878 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,220 shares; 2024Q4: 834 shares; 2025Q1: 919 shares; 2025Q2: 920 shares; 2025Q3: 4,414 shares; 2025Q4: 7,328 shares; 2026Q1: 65,117 shares; 2026Q2: 871,237 shares 871,237 $75M 1.39% +806,120 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,141 shares; 2024Q4: 36,582 shares; 2025Q1: 34,585 shares; 2025Q2: 35,818 shares; 2025Q3: 55,881 shares; 2025Q4: 87,483 shares; 2026Q1: 171,511 shares; 2026Q2: 196,682 shares 196,682 $64.4M 1.19% +25,171 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,874 shares; 2024Q4: 36,341 shares; 2025Q1: 30,717 shares; 2025Q2: 30,722 shares; 2025Q3: 76,398 shares; 2025Q4: 78,934 shares; 2026Q1: 165,864 shares; 2026Q2: 162,693 shares 162,693 $61.5M 1.14% -3,171 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,528 shares; 2024Q4: 4,817 shares; 2025Q1: 4,516 shares; 2025Q2: 4,418 shares; 2025Q3: 4,308 shares; 2025Q4: 30,022 shares; 2026Q1: not reported; 2026Q2: 73,906 shares 73,906 $55.3M 1.03% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,099 shares; 2024Q4: 54,060 shares; 2025Q1: 52,266 shares; 2025Q2: 53,072 shares; 2025Q3: 69,216 shares; 2025Q4: 268,050 shares; 2026Q1: 387,890 shares; 2026Q2: 392,100 shares 392,100 $53.6M 0.99% +4,210 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,030 shares; 2024Q4: 4,030 shares; 2025Q1: 4,325 shares; 2025Q2: 3,392 shares; 2025Q3: 18,189 shares; 2025Q4: 20,485 shares; 2026Q1: 42,234 shares; 2026Q2: 42,067 shares 42,067 $50.4M 0.93% -167 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,729 shares; 2024Q4: 12,219 shares; 2025Q1: 12,163 shares; 2025Q2: 11,045 shares; 2025Q3: 13,903 shares; 2025Q4: 20,864 shares; 2026Q1: 122,947 shares; 2026Q2: 133,466 shares 133,466 $47M 0.87% +10,519 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,366,875 shares; 2025Q1: 1,352,984 shares; 2025Q2: 815,592 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 767,081 shares 767,081 $46.6M 0.86% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,464 shares; 2024Q4: 74,535 shares; 2025Q1: 73,754 shares; 2025Q2: 75,354 shares; 2025Q3: 18,662 shares; 2025Q4: 31,027 shares; 2026Q1: 118,345 shares; 2026Q2: 127,665 shares 127,665 $45.1M 0.84% +9,320 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,381 shares; 2024Q4: 32,466 shares; 2025Q1: 35,358 shares; 2025Q2: 35,323 shares; 2025Q3: 21,210 shares; 2025Q4: 48,551 shares; 2026Q1: 176,633 shares; 2026Q2: 201,242 shares 201,242 $44.2M 0.82% +24,609 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,114 shares; 2024Q4: 61,198 shares; 2025Q1: 60,635 shares; 2025Q2: 65,483 shares; 2025Q3: 140,922 shares; 2025Q4: 44,610 shares; 2026Q1: 722,842 shares; 2026Q2: 504,374 shares 504,374 $40.9M 0.76% -218,468 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,102 shares; 2024Q4: 11,451 shares; 2025Q1: 13,004 shares; 2025Q2: 9,634 shares; 2025Q3: 8,122 shares; 2025Q4: 26,844 shares; 2026Q1: 35,511 shares; 2026Q2: 35,098 shares 35,098 $40.5M 0.75% -413 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 601,776 shares; 2025Q1: 598,061 shares; 2025Q2: 358,726 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 326,305 shares 326,305 $38.8M 0.72% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,664 shares; 2024Q4: 43,543 shares; 2025Q1: 43,677 shares; 2025Q2: 44,418 shares; 2025Q3: 19,847 shares; 2025Q4: 64,992 shares; 2026Q1: 216,534 shares; 2026Q2: 202,782 shares 202,782 $38.6M 0.72% -13,752 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,100 shares; 2024Q4: 47,852 shares; 2025Q1: 40,099 shares; 2025Q2: 37,278 shares; 2025Q3: 87,942 shares; 2025Q4: 176,783 shares; 2026Q1: 228,153 shares; 2026Q2: 256,339 shares 256,339 $38M 0.71% +28,186 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 396 shares; 2025Q3: 18,659 shares; 2025Q4: 1,019,056 shares; 2026Q1: 1,032,176 shares; 2026Q2: 1,032,284 shares 1,032,284 $37.9M 0.7% +108 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 409,425 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 458,581 shares 458,581 $37.9M 0.7% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,629 shares; 2024Q4: 190,557 shares; 2025Q1: 192,653 shares; 2025Q2: 180,306 shares; 2025Q3: 206,503 shares; 2025Q4: 143,444 shares; 2026Q1: 336,708 shares; 2026Q2: 368,846 shares 368,846 $37.7M 0.7% +32,138 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,756 shares; 2024Q4: 13,124 shares; 2025Q1: 12,658 shares; 2025Q2: 12,485 shares; 2025Q3: 18,760 shares; 2025Q4: 27,373 shares; 2026Q1: not reported; 2026Q2: 66,600 shares 66,600 $37.5M 0.69% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 837 shares; 2025Q3: 70,368 shares; 2025Q4: 353,510 shares; 2026Q1: 395,812 shares; 2026Q2: 514,683 shares 514,683 $36.7M 0.68% +118,871 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,788 shares; 2025Q1: 10,788 shares; 2025Q2: 10,788 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 869,256 shares 869,256 $36.2M 0.67% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 324 shares; 2025Q3: 35,056 shares; 2025Q4: 84,299 shares; 2026Q1: 89,910 shares; 2026Q2: 443,568 shares 443,568 $35.7M 0.66% +353,658 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,590 shares; 2024Q4: 59,708 shares; 2025Q1: 33,093 shares; 2025Q2: 29,225 shares; 2025Q3: 288,479 shares; 2025Q4: 313,928 shares; 2026Q1: 368,941 shares; 2026Q2: 367,626 shares 367,626 $35.5M 0.66% -1,315 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 199,045 shares; 2025Q4: 323,930 shares; 2026Q1: 405,333 shares; 2026Q2: 415,986 shares 415,986 $34.4M 0.64% +10,653 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,510 shares; 2024Q4: 74,316 shares; 2025Q1: 121,029 shares; 2025Q2: 134,142 shares; 2025Q3: 252,468 shares; 2025Q4: 314,867 shares; 2026Q1: 428,500 shares; 2026Q2: 434,926 shares 434,926 $33.5M 0.62% +6,426 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 161 shares; 2025Q3: 7,536 shares; 2025Q4: 254,686 shares; 2026Q1: 343,535 shares; 2026Q2: 402,698 shares 402,698 $31.4M 0.58% +59,163 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,102 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 741,199 shares 741,199 $30.4M 0.56% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,734 shares; 2025Q4: 207,166 shares; 2026Q1: 302,098 shares; 2026Q2: 330,375 shares 330,375 $30.3M 0.56% +28,277 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,209 shares; 2025Q4: 366,801 shares; 2026Q1: 495,884 shares; 2026Q2: 592,455 shares 592,455 $29.8M 0.55% +96,571 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,550 shares; 2024Q4: 43,697 shares; 2025Q1: 35,709 shares; 2025Q2: 62,386 shares; 2025Q3: 173,495 shares; 2025Q4: 277,366 shares; 2026Q1: 344,818 shares; 2026Q2: 334,388 shares 334,388 $27.7M 0.51% -10,430 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 163 shares; 2025Q3: not reported; 2025Q4: 1,843 shares; 2026Q1: 51,393 shares; 2026Q2: 42,693 shares 42,693 $27.3M 0.51% -8,700 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,121 shares; 2024Q4: 14,656 shares; 2025Q1: 26,867 shares; 2025Q2: 21,917 shares; 2025Q3: 44,286 shares; 2025Q4: 63,544 shares; 2026Q1: 302,522 shares; 2026Q2: 321,668 shares 321,668 $26.3M 0.49% +19,146 Timeline GIGL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 513,440 shares 513,440 $26M 0.48% new Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 347,971 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,097 shares; 2026Q2: 519,149 shares 519,149 $25.4M 0.47% +496,052 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,297 shares; 2025Q4: 101,651 shares; 2026Q1: 102,733 shares; 2026Q2: 144,188 shares 144,188 $25M 0.46% +41,455 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,818 shares; 2024Q4: 11,316 shares; 2025Q1: 12,085 shares; 2025Q2: 22,511 shares; 2025Q3: 31,576 shares; 2025Q4: 606,823 shares; 2026Q1: 960,565 shares; 2026Q2: 1,092,317 shares 1,092,317 $24.9M 0.46% +131,752 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,050 shares; 2024Q4: 125,338 shares; 2025Q1: 117,034 shares; 2025Q2: 113,410 shares; 2025Q3: 93,332 shares; 2025Q4: 937,087 shares; 2026Q1: 987,693 shares; 2026Q2: 1,005,982 shares 1,005,982 $24.7M 0.46% +18,289 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,233 shares; 2024Q4: 35,709 shares; 2025Q1: 37,031 shares; 2025Q2: 36,091 shares; 2025Q3: 16,190 shares; 2025Q4: 12,883 shares; 2026Q1: 52,397 shares; 2026Q2: 51,370 shares 51,370 $24.5M 0.45% -1,027 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,424 shares; 2024Q4: 18,372 shares; 2025Q1: 17,156 shares; 2025Q2: 15,710 shares; 2025Q3: 42,277 shares; 2025Q4: 60,537 shares; 2026Q1: 94,655 shares; 2026Q2: 94,695 shares 94,695 $24M 0.45% +40 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,038 shares; 2024Q4: 28,552 shares; 2025Q1: 27,074 shares; 2025Q2: 24,122 shares; 2025Q3: 32,774 shares; 2025Q4: 33,863 shares; 2026Q1: 87,277 shares; 2026Q2: 92,097 shares 92,097 $23.2M 0.43% +4,820 Timeline GTIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,726 shares; 2025Q4: 28,519 shares; 2026Q1: 46,441 shares; 2026Q2: 471,983 shares 471,983 $23.1M 0.43% +425,542 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,270 shares; 2024Q4: 12,924 shares; 2025Q1: 12,368 shares; 2025Q2: 14,085 shares; 2025Q3: 10,487 shares; 2025Q4: 15,897 shares; 2026Q1: 48,502 shares; 2026Q2: 52,501 shares 52,501 $22M 0.41% +3,999 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 443,762 shares; 2025Q4: 452,965 shares; 2026Q1: 491,220 shares; 2026Q2: 834,847 shares 834,847 $21.9M 0.41% +343,627 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 431 shares; 2025Q3: not reported; 2025Q4: 3,903 shares; 2026Q1: 60,216 shares; 2026Q2: 58,925 shares 58,925 $21.8M 0.4% -1,291 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 656 shares; 2024Q4: 2,256 shares; 2025Q1: 2,423 shares; 2025Q2: 2,795 shares; 2025Q3: 11,450 shares; 2025Q4: 26,730 shares; 2026Q1: 50,346 shares; 2026Q2: 60,596 shares 60,596 $20.7M 0.38% +10,250 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,117 shares; 2024Q4: 3,702 shares; 2025Q1: 11,743 shares; 2025Q2: 10,552 shares; 2025Q3: 44,334 shares; 2025Q4: 44,193 shares; 2026Q1: 186,399 shares; 2026Q2: 181,556 shares 181,556 $20.6M 0.38% -4,843 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,295 shares; 2024Q4: 25,832 shares; 2025Q1: 25,597 shares; 2025Q2: 24,698 shares; 2025Q3: 20,418 shares; 2025Q4: 13,526 shares; 2026Q1: 36,658 shares; 2026Q2: 39,582 shares 39,582 $19.8M 0.37% +2,924 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,334 shares; 2024Q4: 9,921 shares; 2025Q1: 10,253 shares; 2025Q2: 12,045 shares; 2025Q3: 8,040 shares; 2025Q4: 7,491 shares; 2026Q1: 26,324 shares; 2026Q2: 26,865 shares 26,865 $19.5M 0.36% +541 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,227 shares; 2025Q4: 127,572 shares; 2026Q1: 139,661 shares; 2026Q2: 196,090 shares 196,090 $19.3M 0.36% +56,429 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 349 shares; 2025Q3: 33,212 shares; 2025Q4: 124,305 shares; 2026Q1: 145,549 shares; 2026Q2: 342,264 shares 342,264 $19.2M 0.36% +196,715 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,893 shares; 2024Q4: 68,946 shares; 2025Q1: 68,116 shares; 2025Q2: 64,473 shares; 2025Q3: 15,318 shares; 2025Q4: not reported; 2026Q1: 124,693 shares; 2026Q2: 121,505 shares 121,505 $19.2M 0.36% -3,188 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,113 shares; 2024Q4: 48,070 shares; 2025Q1: 59,174 shares; 2025Q2: 63,592 shares; 2025Q3: 39,722 shares; 2025Q4: 55,881 shares; 2026Q1: 116,727 shares; 2026Q2: 145,564 shares 145,564 $18.8M 0.35% +28,837 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 775,096 shares; 2025Q4: 866,561 shares; 2026Q1: 1,064,646 shares; 2026Q2: 811,408 shares 811,408 $18.8M 0.35% -253,238 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 704,237 shares; 2025Q4: 786,845 shares; 2026Q1: 956,842 shares; 2026Q2: 728,177 shares 728,177 $18.6M 0.34% -228,665 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,394 shares; 2024Q4: 6,712 shares; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 28,353 shares; 2025Q4: 127,772 shares; 2026Q1: 166,167 shares; 2026Q2: 214,526 shares 214,526 $18.5M 0.34% +48,359 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,112 shares; 2026Q2: 199,347 shares 199,347 $18.2M 0.34% +99,235 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 169,176 shares; 2025Q4: 186,495 shares; 2026Q1: 194,918 shares; 2026Q2: 196,718 shares 196,718 $18.1M 0.34% +1,800 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 275 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,976 shares; 2026Q2: 154,658 shares 154,658 $17M 0.32% +115,682 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 463,686 shares; 2026Q2: 567,283 shares 567,283 $17M 0.32% +103,597 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 284,241 shares; 2024Q4: 306,467 shares; 2025Q1: 321,134 shares; 2025Q2: 310,331 shares; 2025Q3: 357,465 shares; 2025Q4: 7,494 shares; 2026Q1: 365,184 shares; 2026Q2: 369,273 shares 369,273 $17M 0.32% +4,089 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 379 shares; 2024Q4: 1,446 shares; 2025Q1: 1,530 shares; 2025Q2: 1,207 shares; 2025Q3: 2,302 shares; 2025Q4: 6,036 shares; 2026Q1: 15,598 shares; 2026Q2: 17,998 shares 17,998 $16.8M 0.31% +2,400 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,568 shares; 2026Q1: 13,337 shares; 2026Q2: 806,567 shares 806,567 $16.8M 0.31% +793,230 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,792 shares; 2025Q1: 5,634 shares; 2025Q2: 5,474 shares; 2025Q3: 11,307 shares; 2025Q4: 41,613 shares; 2026Q1: 51,988 shares; 2026Q2: 48,885 shares 48,885 $16.8M 0.31% -3,103 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,797 shares; 2024Q4: 6,969 shares; 2025Q1: 6,202 shares; 2025Q2: 6,994 shares; 2025Q3: 26,176 shares; 2025Q4: 58,250 shares; 2026Q1: 77,770 shares; 2026Q2: 79,775 shares 79,775 $16.7M 0.31% +2,005 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,604 shares; 2025Q4: 203,540 shares; 2026Q1: 233,638 shares; 2026Q2: 291,745 shares 291,745 $16.6M 0.31% +58,107 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,431 shares; 2024Q4: 5,960 shares; 2025Q1: 5,312 shares; 2025Q2: 5,386 shares; 2025Q3: 6,774 shares; 2025Q4: 4,759 shares; 2026Q1: 15,131 shares; 2026Q2: 16,005 shares 16,005 $16.1M 0.3% +874 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,591 shares; 2025Q4: 41,727 shares; 2026Q1: 233,406 shares; 2026Q2: 212,619 shares 212,619 $15.9M 0.3% -20,787 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,913 shares; 2024Q4: 116,786 shares; 2025Q1: 99,697 shares; 2025Q2: 93,504 shares; 2025Q3: 64,399 shares; 2025Q4: 59,674 shares; 2026Q1: 286,055 shares; 2026Q2: 295,165 shares 295,165 $15.5M 0.29% +9,110 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 171,546 shares; 2025Q1: 265,426 shares; 2025Q2: 258,036 shares; 2025Q3: 296,471 shares; 2025Q4: not reported; 2026Q1: 301,126 shares; 2026Q2: 305,794 shares 305,794 $15.5M 0.29% +4,668 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,928 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 374,896 shares 374,896 $15.2M 0.28% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,572 shares; 2024Q4: 5,191 shares; 2025Q1: 4,682 shares; 2025Q2: 5,452 shares; 2025Q3: 4,010 shares; 2025Q4: 4,239 shares; 2026Q1: 32,701 shares; 2026Q2: 120,472 shares 120,472 $15M 0.28% +87,771 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 210,982 shares 210,982 $14.6M 0.27% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,642 shares; 2024Q4: 13,292 shares; 2025Q1: 11,936 shares; 2025Q2: 8,694 shares; 2025Q3: 11,510 shares; 2025Q4: 13,116 shares; 2026Q1: 42,059 shares; 2026Q2: 41,866 shares 41,866 $14.4M 0.27% -193 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,786 shares; 2024Q4: 71,348 shares; 2025Q1: 65,377 shares; 2025Q2: 57,442 shares; 2025Q3: 65,078 shares; 2025Q4: 126,376 shares; 2026Q1: 148,378 shares; 2026Q2: 162,426 shares 162,426 $14.3M 0.26% +14,048 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,461 shares; 2024Q4: 13,942 shares; 2025Q1: 26,867 shares; 2025Q2: 23,255 shares; 2025Q3: 43,674 shares; 2025Q4: 81,692 shares; 2026Q1: 133,940 shares; 2026Q2: 120,842 shares 120,842 $14.2M 0.26% -13,098 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,808 shares; 2025Q4: 60,175 shares; 2026Q1: 164,836 shares; 2026Q2: 157,809 shares 157,809 $14.1M 0.26% -7,027 Timeline GSID GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,196 shares; 2025Q4: 105,826 shares; 2026Q1: 176,787 shares; 2026Q2: 186,635 shares 186,635 $14M 0.26% +9,848 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,773 shares; 2024Q4: 2,076 shares; 2025Q1: not reported; 2025Q2: 2,005 shares; 2025Q3: 5,217 shares; 2025Q4: 8,344 shares; 2026Q1: 22,274 shares; 2026Q2: 24,086 shares 24,086 $14M 0.26% +1,812 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,439 shares; 2024Q4: 57,112 shares; 2025Q1: 51,867 shares; 2025Q2: 47,368 shares; 2025Q3: 5,909 shares; 2025Q4: 41,345 shares; 2026Q1: 103,734 shares; 2026Q2: 101,654 shares 101,654 $14M 0.26% -2,080 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 233,850 shares 233,850 $13.9M 0.26% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,855 shares; 2024Q4: 44,694 shares; 2025Q1: 44,565 shares; 2025Q2: 44,424 shares; 2025Q3: 47,378 shares; 2025Q4: 44,141 shares; 2026Q1: 78,404 shares; 2026Q2: 93,187 shares 93,187 $13.7M 0.25% +14,783 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,784 shares; 2024Q4: 20,850 shares; 2025Q1: 21,823 shares; 2025Q2: 19,146 shares; 2025Q3: 5,480 shares; 2025Q4: 10,110 shares; 2026Q1: 16,731 shares; 2026Q2: 31,341 shares 31,341 $13M 0.24% +14,610 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,860 shares; 2024Q4: 11,218 shares; 2025Q1: 10,856 shares; 2025Q2: 14,153 shares; 2025Q3: 25,672 shares; 2025Q4: 63,106 shares; 2026Q1: 87,558 shares; 2026Q2: 92,657 shares 92,657 $12.9M 0.24% +5,099 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,121 shares; 2024Q4: 2,206 shares; 2025Q1: 2,143 shares; 2025Q2: 2,091 shares; 2025Q3: 14,246 shares; 2025Q4: 21,620 shares; 2026Q1: 47,207 shares; 2026Q2: 54,629 shares 54,629 $12.9M 0.24% +7,422 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,800 shares; 2024Q4: 22,033 shares; 2025Q1: 19,917 shares; 2025Q2: 18,104 shares; 2025Q3: 28,591 shares; 2025Q4: 21,231 shares; 2026Q1: 41,297 shares; 2026Q2: 45,648 shares 45,648 $12.8M 0.24% +4,351 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 449,405 shares; 2025Q4: 336,076 shares; 2026Q1: 187,009 shares; 2026Q2: 253,730 shares 253,730 $12.6M 0.23% +66,721 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,793 shares; 2024Q4: 48,239 shares; 2025Q1: 48,159 shares; 2025Q2: 56,323 shares; 2025Q3: 42,064 shares; 2025Q4: 13,163 shares; 2026Q1: 123,815 shares; 2026Q2: 129,176 shares 129,176 $12.5M 0.23% +5,361 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,401 shares; 2026Q2: 99,752 shares 99,752 $12.4M 0.23% -2,649 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 197,494 shares; 2026Q2: 150,787 shares 150,787 $12.3M 0.23% -46,707 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,691 shares; 2024Q4: 20,530 shares; 2025Q1: 20,513 shares; 2025Q2: 22,573 shares; 2025Q3: 4,605 shares; 2025Q4: 2,660 shares; 2026Q1: not reported; 2026Q2: 40,030 shares 40,030 $11.8M 0.22% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,698 shares; 2024Q4: 14,994 shares; 2025Q1: 21,118 shares; 2025Q2: 24,674 shares; 2025Q3: not reported; 2025Q4: 27,324 shares; 2026Q1: 61,835 shares; 2026Q2: 51,641 shares 51,641 $11.7M 0.22% -10,194 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,621 shares; 2025Q2: 1,722 shares; 2025Q3: 9,931 shares; 2025Q4: 12,838 shares; 2026Q1: 16,739 shares; 2026Q2: 26,690 shares 26,690 $11.6M 0.21% +9,951 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 201,691 shares; 2025Q4: 193,340 shares; 2026Q1: 204,119 shares; 2026Q2: 207,070 shares 207,070 $11.4M 0.21% +2,951 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,121 shares; 2024Q4: 84,106 shares; 2025Q1: 85,699 shares; 2025Q2: 88,100 shares; 2025Q3: not reported; 2025Q4: 75,879 shares; 2026Q1: 165,059 shares; 2026Q2: 167,445 shares 167,445 $11.4M 0.21% +2,386 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,082 shares; 2025Q3: not reported; 2025Q4: 9,650 shares; 2026Q1: 11,358 shares; 2026Q2: 103,033 shares 103,033 $11.4M 0.21% +91,675 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,410 shares; 2024Q4: 41,621 shares; 2025Q1: 38,872 shares; 2025Q2: 38,877 shares; 2025Q3: 19,327 shares; 2025Q4: 50,950 shares; 2026Q1: 102,375 shares; 2026Q2: 109,345 shares 109,345 $11.4M 0.21% +6,970 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,419 shares; 2024Q4: 27,206 shares; 2025Q1: 26,603 shares; 2025Q2: 25,643 shares; 2025Q3: 8,976 shares; 2025Q4: 11,591 shares; 2026Q1: 70,783 shares; 2026Q2: 64,326 shares 64,326 $11.4M 0.21% -6,457 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,145 shares; 2025Q4: 151,736 shares; 2026Q1: 214,105 shares; 2026Q2: 214,661 shares 214,661 $11.2M 0.21% +556 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,775 shares; 2024Q4: 119,275 shares; 2025Q1: 114,533 shares; 2025Q2: 133,923 shares; 2025Q3: not reported; 2025Q4: 65,235 shares; 2026Q1: 191,834 shares; 2026Q2: 241,668 shares 241,668 $11.2M 0.21% +49,834 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,262 shares; 2025Q4: 7,286 shares; 2026Q1: 1,039,862 shares; 2026Q2: 257,778 shares 257,778 $11.1M 0.21% -782,084 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,423 shares; 2024Q4: 19,006 shares; 2025Q1: 19,840 shares; 2025Q2: 23,620 shares; 2025Q3: 21,226 shares; 2025Q4: 2,619 shares; 2026Q1: 17,559 shares; 2026Q2: 17,261 shares 17,261 $11.1M 0.21% -298 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,021 shares; 2024Q4: 21,463 shares; 2025Q1: 22,197 shares; 2025Q2: 16,677 shares; 2025Q3: 59,565 shares; 2025Q4: 37,307 shares; 2026Q1: 66,779 shares; 2026Q2: 66,204 shares 66,204 $11M 0.2% -575 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,124 shares; 2024Q4: 8,246 shares; 2025Q1: 7,042 shares; 2025Q2: 4,743 shares; 2025Q3: 120,762 shares; 2025Q4: 91,951 shares; 2026Q1: 104,623 shares; 2026Q2: 110,518 shares 110,518 $10.9M 0.2% +5,895 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 240,752 shares; 2025Q1: 240,689 shares; 2025Q2: 238,262 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 57,890 shares 57,890 $10.8M 0.2% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 284 shares; 2025Q3: 1,073 shares; 2025Q4: 1,195 shares; 2026Q1: 8,820 shares; 2026Q2: 14,962 shares 14,962 $10.7M 0.2% +6,142 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,862 shares; 2024Q4: 3,960 shares; 2025Q1: 3,910 shares; 2025Q2: 3,854 shares; 2025Q3: 581 shares; 2025Q4: 1,008 shares; 2026Q1: 5,176 shares; 2026Q2: 5,311 shares 5,311 $10.6M 0.2% +135 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,027 shares; 2024Q4: 1,087 shares; 2025Q1: 1,084 shares; 2025Q2: 1,061 shares; 2025Q3: 3,887 shares; 2025Q4: 4,329 shares; 2026Q1: 11,372 shares; 2026Q2: 88,247 shares 88,247 $10.5M 0.2% +76,875 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61,973 shares 61,973 $10.5M 0.2% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,054 shares; 2025Q3: 1,371 shares; 2025Q4: 1,176 shares; 2026Q1: 10,394 shares; 2026Q2: 10,820 shares 10,820 $10.4M 0.19% +426 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,877 shares; 2024Q4: 18,533 shares; 2025Q1: 13,531 shares; 2025Q2: 27,947 shares; 2025Q3: 10,731 shares; 2025Q4: 12,531 shares; 2026Q1: 44,913 shares; 2026Q2: 56,673 shares 56,673 $10.3M 0.19% +11,760 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,310 shares; 2026Q2: 182,478 shares 182,478 $10.1M 0.19% +176,168 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 284,157 shares; 2025Q4: not reported; 2026Q1: 268,441 shares; 2026Q2: 269,820 shares 269,820 $10.1M 0.19% +1,379 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 744 shares; 2025Q3: 24,070 shares; 2025Q4: 30,698 shares; 2026Q1: 56,117 shares; 2026Q2: 53,023 shares 53,023 $10.1M 0.19% -3,094 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 255,636 shares 255,636 $9.87M 0.18% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,288 shares; 2024Q4: 5,693 shares; 2025Q1: 5,676 shares; 2025Q2: 5,298 shares; 2025Q3: 23,100 shares; 2025Q4: 20,097 shares; 2026Q1: 29,714 shares; 2026Q2: 36,036 shares 36,036 $9.74M 0.18% +6,322 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,066 shares; 2024Q4: 24,814 shares; 2025Q1: 24,814 shares; 2025Q2: 19,256 shares; 2025Q3: 63,983 shares; 2025Q4: 86,979 shares; 2026Q1: 114,722 shares; 2026Q2: 142,203 shares 142,203 $9.73M 0.18% +27,481 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 654 shares; 2025Q3: 21,428 shares; 2025Q4: 67,311 shares; 2026Q1: 77,021 shares; 2026Q2: 109,520 shares 109,520 $9.7M 0.18% +32,499 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 557 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 74,317 shares 74,317 $9.69M 0.18% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290 shares; 2025Q3: 24,323 shares; 2025Q4: 35,718 shares; 2026Q1: 39,393 shares; 2026Q2: 39,710 shares 39,710 $9.65M 0.18% +317 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,802 shares; 2024Q4: 5,517 shares; 2025Q1: 6,812 shares; 2025Q2: 7,044 shares; 2025Q3: 4,851 shares; 2025Q4: 4,330 shares; 2026Q1: 21,177 shares; 2026Q2: 22,289 shares 22,289 $9.62M 0.18% +1,112 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,771 shares; 2024Q4: 20,381 shares; 2025Q1: 19,399 shares; 2025Q2: 17,735 shares; 2025Q3: 10,877 shares; 2025Q4: 21,314 shares; 2026Q1: 49,442 shares; 2026Q2: 51,903 shares 51,903 $9.61M 0.18% +2,461 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 75,497 shares 75,497 $9.61M 0.18% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,597 shares; 2024Q4: 11,168 shares; 2025Q1: 11,169 shares; 2025Q2: 10,955 shares; 2025Q3: 11,833 shares; 2025Q4: 9,279 shares; 2026Q1: 25,224 shares; 2026Q2: 24,110 shares 24,110 $9.58M 0.18% -1,114 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 251,638 shares; 2025Q4: 202,335 shares; 2026Q1: 197,836 shares; 2026Q2: 169,801 shares 169,801 $9.55M 0.18% -28,035 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,968 shares; 2024Q4: 54,462 shares; 2025Q1: 37,537 shares; 2025Q2: 36,958 shares; 2025Q3: 99,503 shares; 2025Q4: 148,853 shares; 2026Q1: 166,156 shares; 2026Q2: 190,346 shares 190,346 $9.43M 0.17% +24,190 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142 shares; 2025Q3: 11,330 shares; 2025Q4: 13,071 shares; 2026Q1: 93,249 shares; 2026Q2: 99,593 shares 99,593 $9.42M 0.17% +6,344 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,887 shares; 2024Q4: 2,826 shares; 2025Q1: 744 shares; 2025Q2: 857 shares; 2025Q3: 6,227 shares; 2025Q4: 11,172 shares; 2026Q1: 21,443 shares; 2026Q2: 25,505 shares 25,505 $9.24M 0.17% +4,062 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,456 shares; 2024Q4: 15,049 shares; 2025Q1: 20,169 shares; 2025Q2: 20,464 shares; 2025Q3: 4,583 shares; 2025Q4: 6,634 shares; 2026Q1: 14,207 shares; 2026Q2: 12,659 shares 12,659 $9.15M 0.17% -1,548 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,206 shares; 2024Q4: 23,794 shares; 2025Q1: 26,510 shares; 2025Q2: 20,209 shares; 2025Q3: 66,405 shares; 2025Q4: 84,233 shares; 2026Q1: 122,622 shares; 2026Q2: 122,628 shares 122,628 $9.12M 0.17% +6 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,953 shares; 2024Q4: 2,999 shares; 2025Q1: 1,494 shares; 2025Q2: 1,545 shares; 2025Q3: 6,751 shares; 2025Q4: 3,914 shares; 2026Q1: 20,039 shares; 2026Q2: 21,338 shares 21,338 $9.09M 0.17% +1,299 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 279 shares; 2025Q3: 1,812 shares; 2025Q4: 5,320 shares; 2026Q1: 7,380 shares; 2026Q2: 7,713 shares 7,713 $9.06M 0.17% +333 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,465 shares; 2026Q1: 232,912 shares; 2026Q2: 57,703 shares 57,703 $9.06M 0.17% -175,209 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,982 shares; 2024Q4: 28,567 shares; 2025Q1: 33,210 shares; 2025Q2: 41,023 shares; 2025Q3: 46,301 shares; 2025Q4: 15,592 shares; 2026Q1: 79,206 shares; 2026Q2: 109,477 shares 109,477 $9.05M 0.17% +30,271 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 611 shares; 2025Q3: 2,703 shares; 2025Q4: 7,056 shares; 2026Q1: 82,004 shares; 2026Q2: 93,411 shares 93,411 $8.94M 0.17% +11,407 Timeline PSDM PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 175,262 shares 175,262 $8.92M 0.17% new Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 101,566 shares; 2026Q2: 99,366 shares 99,366 $8.84M 0.16% -2,200 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,371 shares; 2024Q4: 5,701 shares; 2025Q1: 2,247 shares; 2025Q2: 2,643 shares; 2025Q3: 8,311 shares; 2025Q4: 16,485 shares; 2026Q1: 21,988 shares; 2026Q2: 23,393 shares 23,393 $8.74M 0.16% +1,405 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,393 shares; 2024Q4: 1,895 shares; 2025Q1: 2,134 shares; 2025Q2: 1,704 shares; 2025Q3: 31,187 shares; 2025Q4: 35,281 shares; 2026Q1: 40,330 shares; 2026Q2: 39,733 shares 39,733 $8.66M 0.16% -597 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,674 shares; 2024Q4: 4,630 shares; 2025Q1: 4,161 shares; 2025Q2: 4,431 shares; 2025Q3: 8,737 shares; 2025Q4: 4,943 shares; 2026Q1: 19,944 shares; 2026Q2: 25,478 shares 25,478 $8.62M 0.16% +5,534 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115,749 shares; 2026Q2: 34,411 shares 34,411 $8.47M 0.16% -81,338 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,821 shares; 2024Q4: 3,042 shares; 2025Q1: 2,521 shares; 2025Q2: 33 shares; 2025Q3: 1,853 shares; 2025Q4: 6,672 shares; 2026Q1: 21,202 shares; 2026Q2: 21,700 shares 21,700 $8.46M 0.16% +498 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,387 shares; 2025Q4: 81,271 shares; 2026Q1: 69,321 shares; 2026Q2: 82,926 shares 82,926 $8.35M 0.15% +13,605 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 988 shares; 2025Q1: 1,014 shares; 2025Q2: 1,080 shares; 2025Q3: 1,374 shares; 2025Q4: 1,039 shares; 2026Q1: 8,805 shares; 2026Q2: 8,454 shares 8,454 $8.27M 0.15% -351 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 316 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 208,601 shares 208,601 $8.25M 0.15% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,933 shares; 2025Q1: 1,739 shares; 2025Q2: 1,723 shares; 2025Q3: 1,752 shares; 2025Q4: 3,839 shares; 2026Q1: 6,570 shares; 2026Q2: 7,660 shares 7,660 $8.16M 0.15% +1,090 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,334 shares; 2024Q4: 57,932 shares; 2025Q1: 39,174 shares; 2025Q2: 37,823 shares; 2025Q3: 4,137 shares; 2025Q4: 4,614 shares; 2026Q1: 63,417 shares; 2026Q2: 65,543 shares 65,543 $8.15M 0.15% +2,126 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,746 shares; 2024Q4: 4,194 shares; 2025Q1: 4,731 shares; 2025Q2: 4,028 shares; 2025Q3: 7,676 shares; 2025Q4: 9,121 shares; 2026Q1: 16,211 shares; 2026Q2: 15,827 shares 15,827 $8.13M 0.15% -384 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,544 shares; 2024Q4: 4,984 shares; 2025Q1: 7,901 shares; 2025Q2: 7,808 shares; 2025Q3: 7,273 shares; 2025Q4: 5,222 shares; 2026Q1: 16,582 shares; 2026Q2: 15,650 shares 15,650 $8.12M 0.15% -932 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,959 shares; 2024Q4: 4,833 shares; 2025Q1: 5,181 shares; 2025Q2: 5,748 shares; 2025Q3: 36,133 shares; 2025Q4: 82,010 shares; 2026Q1: 142,132 shares; 2026Q2: 141,354 shares 141,354 $8.05M 0.15% -778 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 495,706 shares; 2026Q2: 99,492 shares 99,492 $7.9M 0.15% -396,214 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,205 shares; 2025Q2: 43,374 shares; 2025Q3: 65,192 shares; 2025Q4: 58,158 shares; 2026Q1: 103,985 shares; 2026Q2: 104,611 shares 104,611 $7.89M 0.15% +626 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 237,801 shares; 2025Q4: 263,984 shares; 2026Q1: 275,331 shares; 2026Q2: 193,923 shares 193,923 $7.88M 0.15% -81,408 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,916 shares; 2025Q3: 8,901 shares; 2025Q4: 31,358 shares; 2026Q1: 37,027 shares; 2026Q2: 38,229 shares 38,229 $7.67M 0.14% +1,202 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,643 shares; 2024Q4: 17,789 shares; 2025Q1: 16,449 shares; 2025Q2: 15,491 shares; 2025Q3: 972 shares; 2025Q4: 2,096 shares; 2026Q1: 15,897 shares; 2026Q2: 16,656 shares 16,656 $7.65M 0.14% +759 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,477 shares; 2025Q2: not reported; 2025Q3: 216,768 shares; 2025Q4: 245,974 shares; 2026Q1: 252,425 shares; 2026Q2: 254,698 shares 254,698 $7.64M 0.14% +2,273 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 502 shares; 2025Q3: 13,443 shares; 2025Q4: 12,473 shares; 2026Q1: 27,899 shares; 2026Q2: 28,084 shares 28,084 $7.64M 0.14% +185 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,597 shares; 2024Q4: 14,498 shares; 2025Q1: 16,809 shares; 2025Q2: 19,458 shares; 2025Q3: 25,365 shares; 2025Q4: 42,913 shares; 2026Q1: 318,584 shares; 2026Q2: 316,786 shares 316,786 $7.63M 0.14% -1,798 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,287 shares; 2024Q4: 8,750 shares; 2025Q1: 6,934 shares; 2025Q2: 6,682 shares; 2025Q3: 46,745 shares; 2025Q4: 77,861 shares; 2026Q1: 130,387 shares; 2026Q2: 179,369 shares 179,369 $7.59M 0.14% +48,982 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,254 shares; 2024Q4: 4,576 shares; 2025Q1: 4,330 shares; 2025Q2: 3,315 shares; 2025Q3: 2,270 shares; 2025Q4: 39,378 shares; 2026Q1: not reported; 2026Q2: 107,122 shares 107,122 $7.57M 0.14% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,207 shares; 2024Q4: 26,531 shares; 2025Q1: 20,573 shares; 2025Q2: 24,333 shares; 2025Q3: 32,993 shares; 2025Q4: 39,743 shares; 2026Q1: 100,537 shares; 2026Q2: 79,532 shares 79,532 $7.52M 0.14% -21,005 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 442 shares; 2025Q3: 15,797 shares; 2025Q4: 15,500 shares; 2026Q1: 140,420 shares; 2026Q2: 144,074 shares 144,074 $7.48M 0.14% +3,654 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,167 shares; 2024Q4: 21,155 shares; 2025Q1: 21,213 shares; 2025Q2: 16,969 shares; 2025Q3: 12,726 shares; 2025Q4: 9,641 shares; 2026Q1: 47,517 shares; 2026Q2: 47,580 shares 47,580 $7.46M 0.14% +63 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,842 shares; 2025Q4: 65,930 shares; 2026Q1: 79,904 shares; 2026Q2: 81,611 shares 81,611 $7.45M 0.14% +1,707 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,825 shares; 2025Q1: 29,529 shares; 2025Q2: 30,757 shares; 2025Q3: not reported; 2025Q4: 7,056 shares; 2026Q1: 69,337 shares; 2026Q2: 223,501 shares 223,501 $7.44M 0.14% +154,164 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,890 shares; 2024Q4: 1,877 shares; 2025Q1: 1,664 shares; 2025Q2: 1,695 shares; 2025Q3: 1,656 shares; 2025Q4: 1,232 shares; 2026Q1: 2,713 shares; 2026Q2: 24,558 shares 24,558 $7.41M 0.14% +21,845 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,217 shares; 2026Q2: 38,745 shares 38,745 $7.34M 0.14% -6,472 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,299 shares; 2025Q3: not reported; 2025Q4: 64,867 shares; 2026Q1: 143,660 shares; 2026Q2: 138,850 shares 138,850 $7.32M 0.14% -4,810 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37,783 shares; 2025Q1: 15,367 shares; 2025Q2: 35,620 shares; 2025Q3: not reported; 2025Q4: 2,748 shares; 2026Q1: 44,546 shares; 2026Q2: 26,426 shares 26,426 $7.3M 0.14% -18,120 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 81,618 shares 81,618 $7.28M 0.14% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,504 shares; 2024Q4: 64,980 shares; 2025Q1: 46,427 shares; 2025Q2: 43,639 shares; 2025Q3: 8,991 shares; 2025Q4: 7,618 shares; 2026Q1: 51,728 shares; 2026Q2: 50,716 shares 50,716 $7.1M 0.13% -1,012 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,206 shares; 2025Q3: 129,237 shares; 2025Q4: 179,928 shares; 2026Q1: 221,742 shares; 2026Q2: 221,264 shares 221,264 $7.07M 0.13% -478 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: not reported; 2025Q4: 51,778 shares; 2026Q1: 61,537 shares; 2026Q2: 75,379 shares 75,379 $7.03M 0.13% +13,842 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,259 shares; 2024Q4: 9,871 shares; 2025Q1: 18,060 shares; 2025Q2: 16,888 shares; 2025Q3: 19,584 shares; 2025Q4: 20,920 shares; 2026Q1: 43,252 shares; 2026Q2: 66,700 shares 66,700 $6.93M 0.13% +23,448 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 442 shares; 2025Q3: 5,462 shares; 2025Q4: 15,264 shares; 2026Q1: 19,579 shares; 2026Q2: 21,720 shares 21,720 $6.93M 0.13% +2,141 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 148 shares; 2025Q3: 4,032 shares; 2025Q4: 3,706 shares; 2026Q1: 9,631 shares; 2026Q2: 7,203 shares 7,203 $6.93M 0.13% -2,428 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,234 shares; 2024Q4: 34,796 shares; 2025Q1: 34,124 shares; 2025Q2: 32,534 shares; 2025Q3: 22,718 shares; 2025Q4: 23,333 shares; 2026Q1: 62,019 shares; 2026Q2: 62,889 shares 62,889 $6.74M 0.12% +870 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,447 shares; 2025Q2: 4,091 shares; 2025Q3: not reported; 2025Q4: 1,241 shares; 2026Q1: 26,990 shares; 2026Q2: 27,423 shares 27,423 $6.73M 0.12% +433 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,633 shares; 2024Q4: 19,112 shares; 2025Q1: 17,040 shares; 2025Q2: 11,010 shares; 2025Q3: 33,776 shares; 2025Q4: 31,184 shares; 2026Q1: 43,004 shares; 2026Q2: 45,728 shares 45,728 $6.7M 0.12% +2,724 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,189 shares; 2024Q4: 5,287 shares; 2025Q1: 5,297 shares; 2025Q2: 5,290 shares; 2025Q3: 2,361 shares; 2025Q4: 1,701 shares; 2026Q1: 8,118 shares; 2026Q2: 8,737 shares 8,737 $6.67M 0.12% +619 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,602 shares; 2024Q4: 20,909 shares; 2025Q1: 27,494 shares; 2025Q2: 26,025 shares; 2025Q3: 18,695 shares; 2025Q4: 21,492 shares; 2026Q1: 53,652 shares; 2026Q2: 35,925 shares 35,925 $6.64M 0.12% -17,727 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,618 shares; 2025Q4: 102,495 shares; 2026Q1: 117,744 shares; 2026Q2: 240,348 shares 240,348 $6.37M 0.12% +122,604 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,354 shares; 2024Q4: 2,421 shares; 2025Q1: 1,982 shares; 2025Q2: 2,482 shares; 2025Q3: 3,256 shares; 2025Q4: 3,064 shares; 2026Q1: 23,486 shares; 2026Q2: 23,668 shares 23,668 $6.36M 0.12% +182 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,441 shares; 2026Q1: 410,228 shares; 2026Q2: 487,564 shares 487,564 $6.34M 0.12% +77,336 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,310 shares; 2024Q4: 11,685 shares; 2025Q1: 12,750 shares; 2025Q2: 11,509 shares; 2025Q3: 1,346 shares; 2025Q4: 2,505 shares; 2026Q1: 10,740 shares; 2026Q2: 12,309 shares 12,309 $6.34M 0.12% +1,569 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,143 shares; 2025Q4: 31,613 shares; 2026Q1: 42,688 shares; 2026Q2: 41,379 shares 41,379 $6.3M 0.12% -1,309 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,280 shares; 2024Q4: 13,847 shares; 2025Q1: 14,387 shares; 2025Q2: 13,637 shares; 2025Q3: 5,437 shares; 2025Q4: 38,194 shares; 2026Q1: 84,710 shares; 2026Q2: 53,677 shares 53,677 $6.3M 0.12% -31,033 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 965 shares; 2025Q3: 3,961 shares; 2025Q4: 1,477 shares; 2026Q1: 28,217 shares; 2026Q2: 27,630 shares 27,630 $6.27M 0.12% -587 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 3,457 shares; 2025Q4: 12,414 shares; 2026Q1: 13,443 shares; 2026Q2: 17,454 shares 17,454 $6.19M 0.11% +4,011 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113,989 shares; 2025Q4: 138,668 shares; 2026Q1: 138,822 shares; 2026Q2: 135,367 shares 135,367 $6.19M 0.11% -3,455 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,278 shares; 2024Q4: 1,217 shares; 2025Q1: 1,366 shares; 2025Q2: 1,428 shares; 2025Q3: 2,906 shares; 2025Q4: 7,636 shares; 2026Q1: 15,725 shares; 2026Q2: 12,323 shares 12,323 $6.18M 0.11% -3,402 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,491 shares; 2024Q4: 30,967 shares; 2025Q1: 23,278 shares; 2025Q2: 33,204 shares; 2025Q3: 49,747 shares; 2025Q4: 108,477 shares; 2026Q1: 363,526 shares; 2026Q2: 297,682 shares 297,682 $6.16M 0.11% -65,844 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,590 shares; 2024Q4: 19,122 shares; 2025Q1: 20,082 shares; 2025Q2: 18,838 shares; 2025Q3: 29,311 shares; 2025Q4: 10,215 shares; 2026Q1: 51,941 shares; 2026Q2: 40,667 shares 40,667 $6.16M 0.11% -11,274 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,344 shares; 2025Q4: 33,677 shares; 2026Q1: 434,984 shares; 2026Q2: 108,085 shares 108,085 $6.1M 0.11% -326,899 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,166 shares; 2024Q4: 43,232 shares; 2025Q1: 80,786 shares; 2025Q2: 81,853 shares; 2025Q3: 20,164 shares; 2025Q4: 30,228 shares; 2026Q1: 112,756 shares; 2026Q2: 113,292 shares 113,292 $6.06M 0.11% +536 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,221 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 126,799 shares 126,799 $5.95M 0.11% new Timeline DFH DREAM FINDERS HOMES INC More: the full row for DREAM FINDERS HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 344,796 shares; 2026Q2: 344,821 shares 344,821 $5.95M 0.11% +25 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32 shares; 2025Q3: 791 shares; 2025Q4: 9,374 shares; 2026Q1: 15,883 shares; 2026Q2: 19,300 shares 19,300 $5.85M 0.11% +3,417 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,079 shares; 2025Q1: 14,479 shares; 2025Q2: 14,664 shares; 2025Q3: 20,244 shares; 2025Q4: 44,060 shares; 2026Q1: 72,152 shares; 2026Q2: 80,648 shares 80,648 $5.82M 0.11% +8,496 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,217 shares; 2024Q4: 23,551 shares; 2025Q1: 23,199 shares; 2025Q2: 24,805 shares; 2025Q3: 26,010 shares; 2025Q4: 4,432 shares; 2026Q1: 32,836 shares; 2026Q2: 34,419 shares 34,419 $5.74M 0.11% +1,583 Timeline EIPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161,129 shares; 2026Q2: 182,710 shares 182,710 $5.72M 0.11% +21,581 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 157,443 shares; 2026Q2: 166,069 shares 166,069 $5.69M 0.11% +8,626 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,048 shares; 2025Q1: 1,558 shares; 2025Q2: 1,559 shares; 2025Q3: 8,280 shares; 2025Q4: 6,365 shares; 2026Q1: 29,984 shares; 2026Q2: 23,220 shares 23,220 $5.63M 0.1% -6,764 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,814 shares; 2025Q3: 8,276 shares; 2025Q4: 6,416 shares; 2026Q1: 36,358 shares; 2026Q2: 38,875 shares 38,875 $5.62M 0.1% +2,517 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 296 shares; 2025Q3: 1,510 shares; 2025Q4: 4,664 shares; 2026Q1: 26,095 shares; 2026Q2: 26,201 shares 26,201 $5.58M 0.1% +106 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,957 shares; 2024Q4: 30,127 shares; 2025Q1: 43,609 shares; 2025Q2: 44,416 shares; 2025Q3: 12,411 shares; 2025Q4: 11,759 shares; 2026Q1: 78,190 shares; 2026Q2: 134,509 shares 134,509 $5.55M 0.1% +56,319 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,855 shares; 2024Q4: 7,094 shares; 2025Q1: 7,341 shares; 2025Q2: 8,960 shares; 2025Q3: 10,637 shares; 2025Q4: 8,389 shares; 2026Q1: 24,146 shares; 2026Q2: 25,059 shares 25,059 $5.53M 0.1% +913 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,984 shares; 2024Q4: 16,014 shares; 2025Q1: 20,406 shares; 2025Q2: 17,740 shares; 2025Q3: 24,455 shares; 2025Q4: 24,428 shares; 2026Q1: 43,519 shares; 2026Q2: 39,997 shares 39,997 $5.42M 0.1% -3,522 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,812 shares; 2025Q3: 6,521 shares; 2025Q4: 7,111 shares; 2026Q1: 43,744 shares; 2026Q2: 47,142 shares 47,142 $5.41M 0.1% +3,398 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,832 shares; 2024Q4: 14,056 shares; 2025Q1: 19,244 shares; 2025Q2: 20,268 shares; 2025Q3: 1,228 shares; 2025Q4: not reported; 2026Q1: 23,454 shares; 2026Q2: 19,239 shares 19,239 $5.41M 0.1% -4,215 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,533 shares; 2024Q4: 13,736 shares; 2025Q1: 13,526 shares; 2025Q2: 15,833 shares; 2025Q3: 27,039 shares; 2025Q4: 38,294 shares; 2026Q1: 97,642 shares; 2026Q2: 101,332 shares 101,332 $5.38M 0.1% +3,690 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,158 shares; 2024Q4: 27,445 shares; 2025Q1: 25,188 shares; 2025Q2: 23,562 shares; 2025Q3: 19,623 shares; 2025Q4: 4,360 shares; 2026Q1: 33,056 shares; 2026Q2: 33,804 shares 33,804 $5.36M 0.1% +748 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,906 shares; 2024Q4: 9,923 shares; 2025Q1: 15,291 shares; 2025Q2: 15,842 shares; 2025Q3: 32,411 shares; 2025Q4: 29,475 shares; 2026Q1: 74,439 shares; 2026Q2: 67,499 shares 67,499 $5.3M 0.1% -6,940 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,925 shares; 2025Q2: 3,275 shares; 2025Q3: 5,183 shares; 2025Q4: 8,352 shares; 2026Q1: 19,288 shares; 2026Q2: 22,019 shares 22,019 $5.26M 0.1% +2,731 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 322 shares; 2025Q3: 12,671 shares; 2025Q4: 4,466 shares; 2026Q1: 39,052 shares; 2026Q2: 35,733 shares 35,733 $5.24M 0.1% -3,319 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,774 shares; 2024Q4: 68,818 shares; 2025Q1: 65,547 shares; 2025Q2: 80,857 shares; 2025Q3: 58,940 shares; 2025Q4: not reported; 2026Q1: 64,159 shares; 2026Q2: 64,746 shares 64,746 $5.23M 0.1% +587 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,554 shares; 2024Q4: 114,862 shares; 2025Q1: 59,316 shares; 2025Q2: 88,876 shares; 2025Q3: 5,621 shares; 2025Q4: 56,842 shares; 2026Q1: 126,124 shares; 2026Q2: 67,937 shares 67,937 $5.2M 0.1% -58,187 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,936 shares; 2024Q4: 7,090 shares; 2025Q1: 7,233 shares; 2025Q2: 5,965 shares; 2025Q3: 16,789 shares; 2025Q4: 18,815 shares; 2026Q1: 25,496 shares; 2026Q2: 23,031 shares 23,031 $5.19M 0.1% -2,465 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,563 shares; 2024Q4: 28,677 shares; 2025Q1: 37,167 shares; 2025Q2: 34,790 shares; 2025Q3: 1,546 shares; 2025Q4: 1,938 shares; 2026Q1: 47,264 shares; 2026Q2: 53,084 shares 53,084 $5.09M 0.09% +5,820 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,209 shares; 2024Q4: 20,624 shares; 2025Q1: 20,210 shares; 2025Q2: 19,365 shares; 2025Q3: 17,416 shares; 2025Q4: 16,703 shares; 2026Q1: 34,449 shares; 2026Q2: 59,537 shares 59,537 $4.95M 0.09% +25,088 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,188 shares; 2025Q4: 202,791 shares; 2026Q1: 114,522 shares; 2026Q2: 95,276 shares 95,276 $4.82M 0.09% -19,246 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,586 shares; 2024Q4: 29,482 shares; 2025Q1: 28,252 shares; 2025Q2: 47,036 shares; 2025Q3: 16,020 shares; 2025Q4: 40,364 shares; 2026Q1: 112,727 shares; 2026Q2: 153,298 shares 153,298 $4.81M 0.09% +40,571 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,162 shares; 2024Q4: 71,758 shares; 2025Q1: 52,619 shares; 2025Q2: 54,517 shares; 2025Q3: 55,277 shares; 2025Q4: 4,118 shares; 2026Q1: 65,276 shares; 2026Q2: 63,281 shares 63,281 $4.8M 0.09% -1,995 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,462 shares; 2024Q4: 9,031 shares; 2025Q1: 9,024 shares; 2025Q2: 8,473 shares; 2025Q3: 12,976 shares; 2025Q4: 11,401 shares; 2026Q1: 30,705 shares; 2026Q2: 28,987 shares 28,987 $4.69M 0.09% -1,718 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 323 shares; 2025Q3: 4,275 shares; 2025Q4: 9,896 shares; 2026Q1: 11,514 shares; 2026Q2: 23,175 shares 23,175 $4.67M 0.09% +11,661 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,653 shares; 2024Q4: 24,915 shares; 2025Q1: 22,511 shares; 2025Q2: 18,158 shares; 2025Q3: 20,631 shares; 2025Q4: 27,189 shares; 2026Q1: 49,215 shares; 2026Q2: 51,158 shares 51,158 $4.64M 0.09% +1,943 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,628 shares; 2024Q4: 25,816 shares; 2025Q1: 29,192 shares; 2025Q2: 33,864 shares; 2025Q3: 3,641 shares; 2025Q4: 4,017 shares; 2026Q1: 35,127 shares; 2026Q2: 35,449 shares 35,449 $4.63M 0.09% +322 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,525 shares; 2025Q3: 75,336 shares; 2025Q4: 143,899 shares; 2026Q1: 168,919 shares; 2026Q2: 206,367 shares 206,367 $4.61M 0.09% +37,448 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,190 shares; 2024Q4: 15,946 shares; 2025Q1: 3,552 shares; 2025Q2: 3,065 shares; 2025Q3: 5,879 shares; 2025Q4: 12,069 shares; 2026Q1: 25,285 shares; 2026Q2: 29,278 shares 29,278 $4.59M 0.09% +3,993 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,712 shares; 2024Q4: 1,670 shares; 2025Q1: 2,220 shares; 2025Q2: 2,781 shares; 2025Q3: 398 shares; 2025Q4: 559 shares; 2026Q1: 3,468 shares; 2026Q2: 3,971 shares 3,971 $4.5M 0.08% +503 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,167 shares; 2025Q4: not reported; 2026Q1: 40,181 shares; 2026Q2: 41,904 shares 41,904 $4.45M 0.08% +1,723 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,686 shares; 2024Q4: 17,801 shares; 2025Q1: 31,540 shares; 2025Q2: 31,673 shares; 2025Q3: 7,051 shares; 2025Q4: 4,605 shares; 2026Q1: 28,558 shares; 2026Q2: 27,462 shares 27,462 $4.45M 0.08% -1,096 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,786 shares; 2025Q4: 81,952 shares; 2026Q1: 93,046 shares; 2026Q2: 96,654 shares 96,654 $4.41M 0.08% +3,608 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 227 shares; 2025Q3: 2,562 shares; 2025Q4: 2,556 shares; 2026Q1: 11,457 shares; 2026Q2: 13,292 shares 13,292 $4.39M 0.08% +1,835 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,833 shares; 2024Q4: 2,441 shares; 2025Q1: 2,351 shares; 2025Q2: 2,401 shares; 2025Q3: 7,911 shares; 2025Q4: 9,003 shares; 2026Q1: 14,397 shares; 2026Q2: 12,347 shares 12,347 $4.37M 0.08% -2,050 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,230 shares; 2025Q1: 10,923 shares; 2025Q2: 11,518 shares; 2025Q3: 19,110 shares; 2025Q4: 54,421 shares; 2026Q1: 58,696 shares; 2026Q2: 57,860 shares 57,860 $4.37M 0.08% -836 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 547,042 shares; 2025Q1: 561,890 shares; 2025Q2: 554,424 shares; 2025Q3: 10,784 shares; 2025Q4: 12,396 shares; 2026Q1: 16,553 shares; 2026Q2: 70,208 shares 70,208 $4.37M 0.08% +53,655 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,019 shares; 2024Q4: 24,036 shares; 2025Q1: 1,130 shares; 2025Q2: 1,116 shares; 2025Q3: 3,248 shares; 2025Q4: 2,649 shares; 2026Q1: 20,150 shares; 2026Q2: 19,974 shares 19,974 $4.36M 0.08% -176 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,264 shares; 2025Q4: 57,340 shares; 2026Q1: 178,527 shares; 2026Q2: 183,859 shares 183,859 $4.32M 0.08% +5,332 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,965 shares; 2024Q4: 4,676 shares; 2025Q1: 4,355 shares; 2025Q2: 6,122 shares; 2025Q3: 34,767 shares; 2025Q4: 33,005 shares; 2026Q1: 50,966 shares; 2026Q2: 52,445 shares 52,445 $4.24M 0.08% +1,479 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,103 shares; 2024Q4: 3,373 shares; 2025Q1: 3,387 shares; 2025Q2: 3,444 shares; 2025Q3: 2,245 shares; 2025Q4: 5,615 shares; 2026Q1: 8,448 shares; 2026Q2: 9,230 shares 9,230 $4.23M 0.08% +782 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,654 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181,325 shares; 2026Q2: 168,053 shares 168,053 $4.18M 0.08% -13,272 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 177 shares; 2025Q3: not reported; 2025Q4: 147,351 shares; 2026Q1: 158,214 shares; 2026Q2: 162,956 shares 162,956 $4.17M 0.08% +4,742 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,402 shares; 2024Q4: 12,997 shares; 2025Q1: 14,850 shares; 2025Q2: 15,475 shares; 2025Q3: 6,244 shares; 2025Q4: 5,079 shares; 2026Q1: 20,801 shares; 2026Q2: 33,260 shares 33,260 $4.14M 0.08% +12,459 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,094 shares; 2025Q3: 4,309 shares; 2025Q4: 5,935 shares; 2026Q1: 28,758 shares; 2026Q2: 34,826 shares 34,826 $4.06M 0.08% +6,068 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,856 shares; 2026Q2: 80,564 shares 80,564 $4.06M 0.08% +6,708 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,543 shares; 2024Q4: 4,539 shares; 2025Q1: 4,496 shares; 2025Q2: 4,316 shares; 2025Q3: 874 shares; 2025Q4: 2,945 shares; 2026Q1: 14,641 shares; 2026Q2: 14,296 shares 14,296 $4.05M 0.08% -345 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,723 shares; 2024Q4: 6,393 shares; 2025Q1: 5,543 shares; 2025Q2: 5,511 shares; 2025Q3: 13,689 shares; 2025Q4: 19,729 shares; 2026Q1: 41,239 shares; 2026Q2: 39,440 shares 39,440 $4.03M 0.07% -1,799 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,250 shares; 2024Q4: 3,885 shares; 2025Q1: 5,558 shares; 2025Q2: 4,505 shares; 2025Q3: 9,381 shares; 2025Q4: 11,839 shares; 2026Q1: 18,746 shares; 2026Q2: 18,535 shares 18,535 $4.01M 0.07% -211 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,090 shares; 2025Q2: 718 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 524,043 shares; 2026Q2: 85,421 shares 85,421 $4.01M 0.07% -438,622 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 188,423 shares; 2026Q1: 245,589 shares; 2026Q2: 157,937 shares 157,937 $3.99M 0.07% -87,652 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,839 shares; 2025Q2: 7,539 shares; 2025Q3: 6,805 shares; 2025Q4: 6,536 shares; 2026Q1: 23,634 shares; 2026Q2: 23,415 shares 23,415 $3.98M 0.07% -219 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,632 shares; 2025Q2: 49,318 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,978 shares; 2026Q2: 50,972 shares 50,972 $3.95M 0.07% -6 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,332 shares; 2025Q3: 13,054 shares; 2025Q4: 13,661 shares; 2026Q1: 25,688 shares; 2026Q2: 24,068 shares 24,068 $3.92M 0.07% -1,620 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 885 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,552 shares; 2026Q2: 25,156 shares 25,156 $3.89M 0.07% -6,396 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,084 shares; 2025Q3: not reported; 2025Q4: 3,575 shares; 2026Q1: 36,695 shares; 2026Q2: 35,983 shares 35,983 $3.87M 0.07% -712 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 208,819 shares; 2025Q4: 207,325 shares; 2026Q1: 213,218 shares; 2026Q2: 215,332 shares 215,332 $3.85M 0.07% +2,114 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 214 shares; 2025Q3: 11,797 shares; 2025Q4: 9,520 shares; 2026Q1: 12,168 shares; 2026Q2: 12,882 shares 12,882 $3.84M 0.07% +714 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,994 shares; 2024Q4: 10,802 shares; 2025Q1: 13,098 shares; 2025Q2: 16,044 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,726 shares; 2026Q2: 24,077 shares 24,077 $3.82M 0.07% +1,351 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 103,707 shares 103,707 $3.8M 0.07% new Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,215 shares; 2026Q2: 181,793 shares 181,793 $3.78M 0.07% +161,578 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,630 shares; 2025Q3: 12,360 shares; 2025Q4: 7,987 shares; 2026Q1: 15,828 shares; 2026Q2: 12,632 shares 12,632 $3.76M 0.07% -3,196 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,169 shares; 2024Q4: 14,016 shares; 2025Q1: 13,528 shares; 2025Q2: 13,702 shares; 2025Q3: 3,089 shares; 2025Q4: 4,837 shares; 2026Q1: 24,058 shares; 2026Q2: 22,249 shares 22,249 $3.73M 0.07% -1,809 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,196 shares; 2025Q4: 10,961 shares; 2026Q1: 18,574 shares; 2026Q2: 17,455 shares 17,455 $3.71M 0.07% -1,119 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,343 shares; 2024Q4: 16,457 shares; 2025Q1: 16,715 shares; 2025Q2: 18,891 shares; 2025Q3: 11,938 shares; 2025Q4: 32,430 shares; 2026Q1: 61,899 shares; 2026Q2: 59,955 shares 59,955 $3.7M 0.07% -1,944 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,093 shares; 2025Q3: 24,340 shares; 2025Q4: 25,095 shares; 2026Q1: 26,072 shares; 2026Q2: 26,893 shares 26,893 $3.68M 0.07% +821 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 536 shares; 2024Q4: 536 shares; 2025Q1: 536 shares; 2025Q2: 537 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 541 shares; 2026Q2: 538 shares 538 $3.67M 0.07% -3 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 164,532 shares; 2025Q4: 189,600 shares; 2026Q1: 188,248 shares; 2026Q2: 184,826 shares 184,826 $3.63M 0.07% -3,422 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110,202 shares; 2025Q4: 110,198 shares; 2026Q1: 107,885 shares; 2026Q2: 147,236 shares 147,236 $3.6M 0.07% +39,351 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,227 shares; 2024Q4: 4,910 shares; 2025Q1: 4,829 shares; 2025Q2: 12,860 shares; 2025Q3: 8,688 shares; 2025Q4: 14,699 shares; 2026Q1: 26,946 shares; 2026Q2: 30,650 shares 30,650 $3.59M 0.07% +3,704 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 612,351 shares; 2025Q4: 452,712 shares; 2026Q1: 293,967 shares; 2026Q2: 320,944 shares 320,944 $3.59M 0.07% +26,977 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,385 shares; 2024Q4: 5,668 shares; 2025Q1: 5,358 shares; 2025Q2: 3,972 shares; 2025Q3: 6,720 shares; 2025Q4: 3,714 shares; 2026Q1: 23,798 shares; 2026Q2: 25,002 shares 25,002 $3.58M 0.07% +1,204 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,339 shares; 2024Q4: 9,450 shares; 2025Q1: 9,252 shares; 2025Q2: 9,229 shares; 2025Q3: 1,661 shares; 2025Q4: 1,800 shares; 2026Q1: 10,724 shares; 2026Q2: 10,780 shares 10,780 $3.58M 0.07% +56 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 178 shares; 2025Q3: not reported; 2025Q4: 3,820 shares; 2026Q1: 32,473 shares; 2026Q2: 39,198 shares 39,198 $3.57M 0.07% +6,725 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,522 shares; 2026Q2: 111,562 shares 111,562 $3.55M 0.07% +15,040 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,851 shares; 2024Q4: 11,323 shares; 2025Q1: 11,028 shares; 2025Q2: 12,335 shares; 2025Q3: 6,005 shares; 2025Q4: 13,516 shares; 2026Q1: 38,488 shares; 2026Q2: 45,721 shares 45,721 $3.55M 0.07% +7,233 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,879 shares; 2024Q4: 19,719 shares; 2025Q1: 19,506 shares; 2025Q2: 19,070 shares; 2025Q3: 3,648 shares; 2025Q4: 2,102 shares; 2026Q1: 11,546 shares; 2026Q2: 11,256 shares 11,256 $3.54M 0.07% -290 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 294 shares; 2025Q3: 51,514 shares; 2025Q4: 45,275 shares; 2026Q1: 44,387 shares; 2026Q2: 45,675 shares 45,675 $3.52M 0.07% +1,288 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78,613 shares 78,613 $3.52M 0.07% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,001 shares; 2025Q3: 2,227 shares; 2025Q4: 5,368 shares; 2026Q1: 25,126 shares; 2026Q2: 27,671 shares 27,671 $3.5M 0.06% +2,545 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,732 shares; 2025Q4: 12,720 shares; 2026Q1: 12,633 shares; 2026Q2: 12,917 shares 12,917 $3.49M 0.06% +284 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,382 shares; 2025Q3: 19,865 shares; 2025Q4: 12,003 shares; 2026Q1: 29,330 shares; 2026Q2: 25,769 shares 25,769 $3.49M 0.06% -3,561 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,447 shares; 2026Q2: 58,327 shares 58,327 $3.46M 0.06% +3,880 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,088 shares; 2024Q4: 5,217 shares; 2025Q1: not reported; 2025Q2: 2,225 shares; 2025Q3: 49,275 shares; 2025Q4: 52,564 shares; 2026Q1: 58,271 shares; 2026Q2: 68,267 shares 68,267 $3.45M 0.06% +9,996 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,564 shares; 2024Q4: 11,957 shares; 2025Q1: 12,455 shares; 2025Q2: 12,783 shares; 2025Q3: 12,486 shares; 2025Q4: 7,569 shares; 2026Q1: 17,465 shares; 2026Q2: 26,993 shares 26,993 $3.42M 0.06% +9,528 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,590 shares; 2024Q4: 2,763 shares; 2025Q1: 1,894 shares; 2025Q2: 3,104 shares; 2025Q3: 2,422 shares; 2025Q4: 1,949 shares; 2026Q1: 5,336 shares; 2026Q2: 5,373 shares 5,373 $3.41M 0.06% +37 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,528 shares; 2024Q4: 28,068 shares; 2025Q1: 26,684 shares; 2025Q2: 7,611 shares; 2025Q3: 14,230 shares; 2025Q4: 26,823 shares; 2026Q1: 43,819 shares; 2026Q2: 46,709 shares 46,709 $3.4M 0.06% +2,890 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,831 shares; 2025Q4: 61,854 shares; 2026Q1: 80,303 shares; 2026Q2: 81,338 shares 81,338 $3.35M 0.06% +1,035 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,207 shares; 2024Q4: 28,689 shares; 2025Q1: 25,718 shares; 2025Q2: 25,431 shares; 2025Q3: 2,165 shares; 2025Q4: not reported; 2026Q1: 27,695 shares; 2026Q2: 27,560 shares 27,560 $3.34M 0.06% -135 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 119 shares; 2025Q3: 52,968 shares; 2025Q4: 66,251 shares; 2026Q1: 72,552 shares; 2026Q2: 64,468 shares 64,468 $3.34M 0.06% -8,084 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,074 shares; 2024Q4: 19,617 shares; 2025Q1: 19,230 shares; 2025Q2: 19,002 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,405 shares; 2026Q2: 20,158 shares 20,158 $3.31M 0.06% -1,247 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,075 shares; 2024Q4: 147,542 shares; 2025Q1: 153,851 shares; 2025Q2: 167,190 shares; 2025Q3: 171,516 shares; 2025Q4: not reported; 2026Q1: 206,303 shares; 2026Q2: 207,786 shares 207,786 $3.28M 0.06% +1,483 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 111 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,393 shares; 2026Q2: 43,127 shares 43,127 $3.27M 0.06% -1,266 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,885 shares; 2024Q4: 21,708 shares; 2025Q1: 21,097 shares; 2025Q2: 20,555 shares; 2025Q3: not reported; 2025Q4: 17,447 shares; 2026Q1: 37,162 shares; 2026Q2: 37,559 shares 37,559 $3.26M 0.06% +397 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,643 shares; 2024Q4: 28,797 shares; 2025Q1: 35,243 shares; 2025Q2: 33,526 shares; 2025Q3: 17,118 shares; 2025Q4: 13,517 shares; 2026Q1: 41,428 shares; 2026Q2: 35,009 shares 35,009 $3.23M 0.06% -6,419 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,097 shares; 2025Q4: 29,368 shares; 2026Q1: 28,857 shares; 2026Q2: 25,232 shares 25,232 $3.22M 0.06% -3,625 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,738 shares; 2025Q3: 9,862 shares; 2025Q4: 24,123 shares; 2026Q1: 73,907 shares; 2026Q2: 67,800 shares 67,800 $3.22M 0.06% -6,107 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 63,573 shares 63,573 $3.22M 0.06% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103,881 shares; 2025Q4: 71,041 shares; 2026Q1: 68,061 shares; 2026Q2: 66,737 shares 66,737 $3.22M 0.06% -1,324 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 458 shares; 2024Q4: 432 shares; 2025Q1: 419 shares; 2025Q2: 426 shares; 2025Q3: 77 shares; 2025Q4: 143 shares; 2026Q1: 670 shares; 2026Q2: 18,002 shares 18,002 $3.21M 0.06% +17,332 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,001 shares; 2024Q4: 9,059 shares; 2025Q1: 8,775 shares; 2025Q2: 10,153 shares; 2025Q3: 3,083 shares; 2025Q4: 2,828 shares; 2026Q1: 31,781 shares; 2026Q2: 29,985 shares 29,985 $3.21M 0.06% -1,796 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,808 shares; 2024Q4: 12,388 shares; 2025Q1: 12,162 shares; 2025Q2: 12,054 shares; 2025Q3: 1,192 shares; 2025Q4: 904 shares; 2026Q1: 9,022 shares; 2026Q2: 8,928 shares 8,928 $3.19M 0.06% -94 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,573 shares; 2026Q1: 167,807 shares; 2026Q2: 188,207 shares 188,207 $3.18M 0.06% +20,400 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,140 shares; 2024Q4: 58,631 shares; 2025Q1: 52,682 shares; 2025Q2: 51,739 shares; 2025Q3: 4,287 shares; 2025Q4: 4,695 shares; 2026Q1: 55,100 shares; 2026Q2: 55,601 shares 55,601 $3.18M 0.06% +501 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,322 shares; 2025Q4: 57,125 shares; 2026Q1: 57,836 shares; 2026Q2: 51,941 shares 51,941 $3.18M 0.06% -5,895 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,608 shares; 2026Q2: 58,613 shares 58,613 $3.13M 0.06% +5 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,562 shares; 2024Q4: 11,990 shares; 2025Q1: 5,758 shares; 2025Q2: 10,191 shares; 2025Q3: 2,131 shares; 2025Q4: 2,727 shares; 2026Q1: 13,485 shares; 2026Q2: 13,024 shares 13,024 $3.09M 0.06% -461 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,351 shares; 2025Q3: not reported; 2025Q4: 45,501 shares; 2026Q1: 114,040 shares; 2026Q2: 70,888 shares 70,888 $3.06M 0.06% -43,152 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,540 shares; 2024Q4: 1,758 shares; 2025Q1: 1,747 shares; 2025Q2: 1,568 shares; 2025Q3: 817 shares; 2025Q4: 1,054 shares; 2026Q1: 3,550 shares; 2026Q2: 4,030 shares 4,030 $3.05M 0.06% +480 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,754 shares 13,754 $3.04M 0.06% new Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 874 shares; 2025Q3: 51,982 shares; 2025Q4: 53,503 shares; 2026Q1: 54,305 shares; 2026Q2: 54,504 shares 54,504 $3.04M 0.06% +199 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,590 shares; 2026Q2: 49,590 shares 49,590 $3.03M 0.06% 0 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,624 shares; 2025Q4: 33,694 shares; 2026Q1: 32,352 shares; 2026Q2: 31,949 shares 31,949 $3M 0.06% -403 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,184 shares; 2025Q4: 38,613 shares; 2026Q1: 61,853 shares; 2026Q2: 64,983 shares 64,983 $2.98M 0.06% +3,130 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,182 shares 13,182 $2.95M 0.05% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,772 shares; 2024Q4: 6,373 shares; 2025Q1: 6,272 shares; 2025Q2: 7,467 shares; 2025Q3: 11,323 shares; 2025Q4: 26,077 shares; 2026Q1: 28,624 shares; 2026Q2: 30,432 shares 30,432 $2.93M 0.05% +1,808 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,980 shares; 2024Q4: 30,418 shares; 2025Q1: 6,909 shares; 2025Q2: 12,000 shares; 2025Q3: 3,371 shares; 2025Q4: not reported; 2026Q1: 22,775 shares; 2026Q2: 32,118 shares 32,118 $2.93M 0.05% +9,343 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 442 shares; 2025Q3: 20,876 shares; 2025Q4: 21,049 shares; 2026Q1: 10,223 shares; 2026Q2: 10,222 shares 10,222 $2.92M 0.05% -1 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,131 shares; 2025Q3: 7,275 shares; 2025Q4: 30,837 shares; 2026Q1: 59,573 shares; 2026Q2: 58,565 shares 58,565 $2.92M 0.05% -1,008 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,743 shares; 2024Q4: 6,872 shares; 2025Q1: 6,494 shares; 2025Q2: 6,219 shares; 2025Q3: 6,791 shares; 2025Q4: 42,271 shares; 2026Q1: 51,876 shares; 2026Q2: 57,223 shares 57,223 $2.91M 0.05% +5,347 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 710 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 843 shares; 2025Q3: 762 shares; 2025Q4: 1,526 shares; 2026Q1: 4,870 shares; 2026Q2: 5,016 shares 5,016 $2.89M 0.05% +146 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,851 shares; 2024Q4: 9,928 shares; 2025Q1: 7,230 shares; 2025Q2: 5,033 shares; 2025Q3: 27,577 shares; 2025Q4: 38,731 shares; 2026Q1: 44,971 shares; 2026Q2: 58,777 shares 58,777 $2.89M 0.05% +13,806 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,170 shares; 2025Q1: 16,261 shares; 2025Q2: 16,160 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,601 shares; 2026Q2: 19,393 shares 19,393 $2.88M 0.05% +4,792 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,796 shares; 2025Q1: 14,914 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78,738 shares 78,738 $2.88M 0.05% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,957 shares; 2024Q4: 11,012 shares; 2025Q1: 10,282 shares; 2025Q2: 10,537 shares; 2025Q3: 44,508 shares; 2025Q4: 61,532 shares; 2026Q1: 70,172 shares; 2026Q2: 71,343 shares 71,343 $2.87M 0.05% +1,171 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,494 shares; 2025Q1: 4,909 shares; 2025Q2: 4,125 shares; 2025Q3: not reported; 2025Q4: 2,687 shares; 2026Q1: 5,909 shares; 2026Q2: 5,777 shares 5,777 $2.86M 0.05% -132 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,873 shares; 2024Q4: 14,477 shares; 2025Q1: 6,881 shares; 2025Q2: 7,789 shares; 2025Q3: 7,616 shares; 2025Q4: 12,971 shares; 2026Q1: 24,652 shares; 2026Q2: 26,541 shares 26,541 $2.86M 0.05% +1,889 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,298 shares; 2024Q4: 8,059 shares; 2025Q1: 14,360 shares; 2025Q2: 13,907 shares; 2025Q3: 20,262 shares; 2025Q4: 42,251 shares; 2026Q1: 74,084 shares; 2026Q2: 61,932 shares 61,932 $2.81M 0.05% -12,152 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,996 shares; 2024Q4: 5,066 shares; 2025Q1: 5,733 shares; 2025Q2: 5,601 shares; 2025Q3: 7,181 shares; 2025Q4: 9,407 shares; 2026Q1: 15,840 shares; 2026Q2: 23,859 shares 23,859 $2.81M 0.05% +8,019 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,172 shares; 2024Q4: 2,123 shares; 2025Q1: 1,982 shares; 2025Q2: 2,182 shares; 2025Q3: 1,059 shares; 2025Q4: 1,020 shares; 2026Q1: 7,379 shares; 2026Q2: 6,747 shares 6,747 $2.8M 0.05% -632 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,566 shares; 2024Q4: 1,541 shares; 2025Q1: 2,322 shares; 2025Q2: 5,534 shares; 2025Q3: 3,877 shares; 2025Q4: 3,771 shares; 2026Q1: 13,927 shares; 2026Q2: 12,487 shares 12,487 $2.78M 0.05% -1,440 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,102 shares; 2024Q4: 18,687 shares; 2025Q1: 8,709 shares; 2025Q2: 9,622 shares; 2025Q3: 10,434 shares; 2025Q4: 13,339 shares; 2026Q1: 19,243 shares; 2026Q2: 18,271 shares 18,271 $2.78M 0.05% -972 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 229 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,986 shares; 2026Q2: 14,687 shares 14,687 $2.76M 0.05% -17,299 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,339 shares; 2024Q4: 2,947 shares; 2025Q1: 7,114 shares; 2025Q2: 9,532 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,088 shares; 2026Q2: 5,714 shares 5,714 $2.76M 0.05% -5,374 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,864 shares; 2025Q4: 22,019 shares; 2026Q1: 22,650 shares; 2026Q2: 27,572 shares 27,572 $2.75M 0.05% +4,922 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,106 shares; 2025Q4: 37,274 shares; 2026Q1: 58,520 shares; 2026Q2: 60,111 shares 60,111 $2.75M 0.05% +1,591 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,711 shares; 2025Q2: 17,464 shares; 2025Q3: 19,868 shares; 2025Q4: 40,969 shares; 2026Q1: 39,335 shares; 2026Q2: 27,314 shares 27,314 $2.74M 0.05% -12,021 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,668 shares; 2026Q2: 7,230 shares 7,230 $2.72M 0.05% -438 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,549 shares; 2024Q4: 9,104 shares; 2025Q1: 14,806 shares; 2025Q2: 14,424 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,187 shares; 2026Q2: 15,428 shares 15,428 $2.72M 0.05% -759 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,579 shares; 2024Q4: 4,533 shares; 2025Q1: 4,225 shares; 2025Q2: 4,459 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,320 shares; 2026Q2: 11,986 shares 11,986 $2.72M 0.05% -1,334 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,335 shares; 2025Q3: 40,287 shares; 2025Q4: 107,912 shares; 2026Q1: 134,874 shares; 2026Q2: 193,856 shares 193,856 $2.69M 0.05% +58,982 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 309 shares; 2025Q3: 463 shares; 2025Q4: 393 shares; 2026Q1: 3,229 shares; 2026Q2: 3,820 shares 3,820 $2.69M 0.05% +591 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,461 shares; 2024Q4: 24,629 shares; 2025Q1: 18,760 shares; 2025Q2: 6,986 shares; 2025Q3: 374,236 shares; 2025Q4: 451,650 shares; 2026Q1: 487,953 shares; 2026Q2: 304,957 shares 304,957 $2.67M 0.05% -182,996 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,751 shares; 2024Q4: 4,052 shares; 2025Q1: 2,314 shares; 2025Q2: 2,255 shares; 2025Q3: 11,231 shares; 2025Q4: 10,598 shares; 2026Q1: 14,846 shares; 2026Q2: 15,699 shares 15,699 $2.65M 0.05% +853 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38 shares; 2025Q3: 3,673 shares; 2025Q4: not reported; 2026Q1: 8,755 shares; 2026Q2: 14,457 shares 14,457 $2.65M 0.05% +5,702 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 277,023 shares; 2025Q4: 253,401 shares; 2026Q1: 262,620 shares; 2026Q2: 234,122 shares 234,122 $2.65M 0.05% -28,498 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,918 shares; 2024Q4: 20,657 shares; 2025Q1: 21,271 shares; 2025Q2: 22,118 shares; 2025Q3: 23,060 shares; 2025Q4: 7,588 shares; 2026Q1: 21,157 shares; 2026Q2: 39,752 shares 39,752 $2.64M 0.05% +18,595 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 458 shares; 2024Q4: 484 shares; 2025Q1: 562 shares; 2025Q2: 1,791 shares; 2025Q3: 2,018 shares; 2025Q4: 2,879 shares; 2026Q1: 8,180 shares; 2026Q2: 6,761 shares 6,761 $2.62M 0.05% -1,419 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,029 shares; 2024Q4: 4,966 shares; 2025Q1: 5,688 shares; 2025Q2: 5,883 shares; 2025Q3: not reported; 2025Q4: 5,963 shares; 2026Q1: 14,461 shares; 2026Q2: 12,073 shares 12,073 $2.62M 0.05% -2,388 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,529 shares; 2025Q1: 11,810 shares; 2025Q2: 16,493 shares; 2025Q3: 30,292 shares; 2025Q4: 23,374 shares; 2026Q1: 41,526 shares; 2026Q2: 44,727 shares 44,727 $2.6M 0.05% +3,201 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,846 shares; 2026Q2: 52,054 shares 52,054 $2.58M 0.05% +6,208 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105 shares; 2025Q3: 8,184 shares; 2025Q4: 6,899 shares; 2026Q1: 45,760 shares; 2026Q2: 43,596 shares 43,596 $2.57M 0.05% -2,164 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,290 shares; 2024Q4: 4,241 shares; 2025Q1: 4,241 shares; 2025Q2: 4,199 shares; 2025Q3: 5,688 shares; 2025Q4: 14,007 shares; 2026Q1: 25,942 shares; 2026Q2: 23,285 shares 23,285 $2.55M 0.05% -2,657 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64,777 shares 64,777 $2.54M 0.05% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 75,539 shares; 2025Q1: 78,665 shares; 2025Q2: 80,098 shares; 2025Q3: 101,523 shares; 2025Q4: 17,454 shares; 2026Q1: 93,315 shares; 2026Q2: 94,453 shares 94,453 $2.54M 0.05% +1,138 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,088 shares; 2024Q4: 10,144 shares; 2025Q1: 10,414 shares; 2025Q2: 9,714 shares; 2025Q3: 8,175 shares; 2025Q4: 1,482 shares; 2026Q1: 12,272 shares; 2026Q2: 11,389 shares 11,389 $2.51M 0.05% -883 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,222 shares; 2024Q4: 16,609 shares; 2025Q1: 17,078 shares; 2025Q2: 17,264 shares; 2025Q3: 15,653 shares; 2025Q4: 7,446 shares; 2026Q1: 15,717 shares; 2026Q2: 25,040 shares 25,040 $2.51M 0.05% +9,323 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 730 shares; 2025Q3: 4,802 shares; 2025Q4: 6,923 shares; 2026Q1: 8,698 shares; 2026Q2: 9,800 shares 9,800 $2.5M 0.05% +1,102 Timeline GBND GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,333 shares; 2026Q1: 51,840 shares; 2026Q2: 49,139 shares 49,139 $2.48M 0.05% -2,701 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,849 shares; 2025Q1: 5,108 shares; 2025Q2: not reported; 2025Q3: 20,974 shares; 2025Q4: 21,274 shares; 2026Q1: 24,666 shares; 2026Q2: 24,666 shares 24,666 $2.47M 0.05% 0 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 229,296 shares; 2025Q4: 247,477 shares; 2026Q1: 219,535 shares; 2026Q2: 224,433 shares 224,433 $2.45M 0.05% +4,898 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,333 shares; 2025Q4: 36,281 shares; 2026Q1: 40,031 shares; 2026Q2: 46,474 shares 46,474 $2.44M 0.05% +6,443 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117 shares; 2025Q3: not reported; 2025Q4: 29,790 shares; 2026Q1: 141,882 shares; 2026Q2: 151,441 shares 151,441 $2.44M 0.05% +9,559 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,024 shares; 2024Q4: 4,536 shares; 2025Q1: 6,568 shares; 2025Q2: 8,630 shares; 2025Q3: not reported; 2025Q4: 577 shares; 2026Q1: 4,501 shares; 2026Q2: 6,344 shares 6,344 $2.44M 0.05% +1,843 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,217 shares; 2024Q4: 11,084 shares; 2025Q1: 11,863 shares; 2025Q2: 11,717 shares; 2025Q3: 7,836 shares; 2025Q4: 7,161 shares; 2026Q1: 6,344 shares; 2026Q2: 7,280 shares 7,280 $2.44M 0.05% +936 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,739 shares; 2026Q1: 40,705 shares; 2026Q2: 40,527 shares 40,527 $2.44M 0.05% -178 Timeline GGUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,153 shares; 2025Q4: 24,755 shares; 2026Q1: 33,346 shares; 2026Q2: 35,409 shares 35,409 $2.42M 0.04% +2,063 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,765 shares; 2025Q3: 1,602 shares; 2025Q4: 2,299 shares; 2026Q1: 5,766 shares; 2026Q2: 9,458 shares 9,458 $2.41M 0.04% +3,692 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,635 shares; 2026Q2: 50,989 shares 50,989 $2.39M 0.04% -7,646 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 3,037 shares; 2025Q4: 3,396 shares; 2026Q1: 6,905 shares; 2026Q2: 7,498 shares 7,498 $2.35M 0.04% +593 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,932 shares; 2025Q4: 12,940 shares; 2026Q1: 12,944 shares; 2026Q2: 12,940 shares 12,940 $2.32M 0.04% -4 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,496 shares; 2024Q4: 23,542 shares; 2025Q1: 22,978 shares; 2025Q2: 19,609 shares; 2025Q3: 4,604 shares; 2025Q4: 4,665 shares; 2026Q1: 21,022 shares; 2026Q2: 22,555 shares 22,555 $2.31M 0.04% +1,533 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,082 shares; 2025Q4: 3,329 shares; 2026Q1: 5,216 shares; 2026Q2: 4,691 shares 4,691 $2.3M 0.04% -525 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 59,392 shares; 2025Q1: 38,731 shares; 2025Q2: 42,424 shares; 2025Q3: 14,865 shares; 2025Q4: 18,251 shares; 2026Q1: 24,613 shares; 2026Q2: 24,284 shares 24,284 $2.27M 0.04% -329 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,483 shares; 2025Q4: 77,668 shares; 2026Q1: 70,440 shares; 2026Q2: 71,706 shares 71,706 $2.27M 0.04% +1,266 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 729 shares; 2025Q3: 5,068 shares; 2025Q4: 4,913 shares; 2026Q1: 6,370 shares; 2026Q2: 6,094 shares 6,094 $2.27M 0.04% -276 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 649 shares; 2025Q3: not reported; 2025Q4: 2,075 shares; 2026Q1: 9,999 shares; 2026Q2: 10,158 shares 10,158 $2.27M 0.04% +159 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,744 shares; 2024Q4: 3,538 shares; 2025Q1: 3,140 shares; 2025Q2: 2,973 shares; 2025Q3: 2,052 shares; 2025Q4: 1,173 shares; 2026Q1: 9,093 shares; 2026Q2: 5,557 shares 5,557 $2.26M 0.04% -3,536 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,653 shares; 2025Q4: 45,944 shares; 2026Q1: 40,877 shares; 2026Q2: 40,827 shares 40,827 $2.26M 0.04% -50 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146 shares; 2025Q3: not reported; 2025Q4: 1,371 shares; 2026Q1: 3,211 shares; 2026Q2: 3,125 shares 3,125 $2.25M 0.04% -86 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 954 shares; 2025Q3: 6,312 shares; 2025Q4: 6,024 shares; 2026Q1: 7,076 shares; 2026Q2: 9,115 shares 9,115 $2.24M 0.04% +2,039 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 5,587 shares; 2025Q4: 5,547 shares; 2026Q1: 5,828 shares; 2026Q2: 5,775 shares 5,775 $2.23M 0.04% -53 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,361 shares; 2024Q4: 159,409 shares; 2025Q1: 155,177 shares; 2025Q2: 196,507 shares; 2025Q3: 30,403 shares; 2025Q4: 79,364 shares; 2026Q1: 365,056 shares; 2026Q2: 376,318 shares 376,318 $2.19M 0.04% +11,262 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,896 shares; 2025Q4: 30,550 shares; 2026Q1: 37,852 shares; 2026Q2: 42,479 shares 42,479 $2.18M 0.04% +4,627 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 328 shares; 2025Q3: 27,440 shares; 2025Q4: 28,488 shares; 2026Q1: 29,147 shares; 2026Q2: 28,622 shares 28,622 $2.18M 0.04% -525 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,010 shares; 2025Q2: 3,944 shares; 2025Q3: 4,039 shares; 2025Q4: 4,108 shares; 2026Q1: 11,031 shares; 2026Q2: 11,409 shares 11,409 $2.15M 0.04% +378 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 293 shares; 2025Q3: not reported; 2025Q4: 17,682 shares; 2026Q1: 18,819 shares; 2026Q2: 18,885 shares 18,885 $2.14M 0.04% +66 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,858 shares; 2026Q1: 28,487 shares; 2026Q2: 27,332 shares 27,332 $2.13M 0.04% -1,155 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,231 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98 shares; 2025Q3: 4,950 shares; 2025Q4: 8,200 shares; 2026Q1: 11,204 shares; 2026Q2: 11,146 shares 11,146 $2.13M 0.04% -58 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 92,258 shares; 2025Q4: 91,832 shares; 2026Q1: 112,836 shares; 2026Q2: 110,394 shares 110,394 $2.11M 0.04% -2,442 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,703 shares; 2025Q1: 2,942 shares; 2025Q2: 8,092 shares; 2025Q3: 7,395 shares; 2025Q4: 8,204 shares; 2026Q1: 21,018 shares; 2026Q2: 18,414 shares 18,414 $2.1M 0.04% -2,604 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,616 shares; 2024Q4: 5,605 shares; 2025Q1: 2,396 shares; 2025Q2: 2,419 shares; 2025Q3: 2,105 shares; 2025Q4: 4,590 shares; 2026Q1: 9,060 shares; 2026Q2: 6,101 shares 6,101 $2.1M 0.04% -2,959 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,171 shares; 2025Q3: not reported; 2025Q4: 6,716 shares; 2026Q1: 33,134 shares; 2026Q2: 37,002 shares 37,002 $2.1M 0.04% +3,868 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,184 shares; 2025Q3: 5,693 shares; 2025Q4: 6,462 shares; 2026Q1: 9,232 shares; 2026Q2: 24,642 shares 24,642 $2.06M 0.04% +15,410 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,202 shares; 2024Q4: 67,480 shares; 2025Q1: 65,284 shares; 2025Q2: 56,039 shares; 2025Q3: not reported; 2025Q4: 16,466 shares; 2026Q1: 69,359 shares; 2026Q2: 70,826 shares 70,826 $2.06M 0.04% +1,467 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,706 shares; 2026Q2: 20,865 shares 20,865 $2.05M 0.04% +3,159 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84 shares; 2025Q3: 4,517 shares; 2025Q4: 18,463 shares; 2026Q1: 25,895 shares; 2026Q2: 27,773 shares 27,773 $2.04M 0.04% +1,878 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,507 shares; 2025Q2: 6,288 shares; 2025Q3: 22,488 shares; 2025Q4: 21,623 shares; 2026Q1: 23,233 shares; 2026Q2: 23,358 shares 23,358 $2.03M 0.04% +125 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71 shares; 2025Q3: 1,451 shares; 2025Q4: 3,461 shares; 2026Q1: 4,745 shares; 2026Q2: 6,426 shares 6,426 $2.03M 0.04% +1,681 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,050 shares; 2025Q1: 1,187 shares; 2025Q2: 1,304 shares; 2025Q3: 1,527 shares; 2025Q4: 1,730 shares; 2026Q1: 4,850 shares; 2026Q2: 7,231 shares 7,231 $2.02M 0.04% +2,381 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 187 shares; 2025Q3: 17,585 shares; 2025Q4: 36,115 shares; 2026Q1: 29,841 shares; 2026Q2: 39,902 shares 39,902 $2.02M 0.04% +10,061 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 213 shares; 2025Q3: 6,923 shares; 2025Q4: 9,020 shares; 2026Q1: 29,436 shares; 2026Q2: 32,089 shares 32,089 $2.02M 0.04% +2,653 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 754 shares; 2024Q4: 812 shares; 2025Q1: 448 shares; 2025Q2: 448 shares; 2025Q3: 2,217 shares; 2025Q4: 6,889 shares; 2026Q1: 14,219 shares; 2026Q2: 20,270 shares 20,270 $2M 0.04% +6,051 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,674 shares; 2024Q4: 17,186 shares; 2025Q1: not reported; 2025Q2: 473 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,522 shares; 2026Q2: 43,906 shares 43,906 $1.99M 0.04% -1,616 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 255 shares; 2025Q3: 1,334 shares; 2025Q4: 1,486 shares; 2026Q1: 10,678 shares; 2026Q2: 11,019 shares 11,019 $1.98M 0.04% +341 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: not reported; 2025Q4: 849 shares; 2026Q1: 9,609 shares; 2026Q2: 5,406 shares 5,406 $1.98M 0.04% -4,203 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,905 shares; 2025Q4: 52,140 shares; 2026Q1: 54,123 shares; 2026Q2: 54,138 shares 54,138 $1.98M 0.04% +15 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70,191 shares 70,191 $1.97M 0.04% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 533 shares; 2024Q4: 481 shares; 2025Q1: 582 shares; 2025Q2: 8,471 shares; 2025Q3: 11,755 shares; 2025Q4: 11,780 shares; 2026Q1: 22,730 shares; 2026Q2: 21,374 shares 21,374 $1.97M 0.04% -1,356 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,078 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,668 shares; 2026Q2: 47,366 shares 47,366 $1.96M 0.04% +42,698 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68 shares; 2025Q3: 1,030 shares; 2025Q4: 1,081 shares; 2026Q1: 1,523 shares; 2026Q2: 3,486 shares 3,486 $1.95M 0.04% +1,963 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,578 shares; 2024Q4: 5,915 shares; 2025Q1: not reported; 2025Q2: 778 shares; 2025Q3: 17,548 shares; 2025Q4: 17,772 shares; 2026Q1: 18,362 shares; 2026Q2: 18,719 shares 18,719 $1.94M 0.04% +357 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,612 shares; 2024Q4: 61,519 shares; 2025Q1: 64,181 shares; 2025Q2: 65,854 shares; 2025Q3: 65,989 shares; 2025Q4: not reported; 2026Q1: 76,663 shares; 2026Q2: 80,785 shares 80,785 $1.91M 0.04% +4,122 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 1,079 shares; 2025Q4: 2,270 shares; 2026Q1: 2,072 shares; 2026Q2: 10,227 shares 10,227 $1.89M 0.03% +8,155 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 278 shares; 2025Q3: not reported; 2025Q4: 4,730 shares; 2026Q1: 24,905 shares; 2026Q2: 21,974 shares 21,974 $1.88M 0.03% -2,931 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,988 shares; 2025Q3: not reported; 2025Q4: 13,587 shares; 2026Q1: 12,410 shares; 2026Q2: 34,739 shares 34,739 $1.88M 0.03% +22,329 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 687 shares; 2025Q3: 2,340 shares; 2025Q4: 6,241 shares; 2026Q1: 6,918 shares; 2026Q2: 7,855 shares 7,855 $1.87M 0.03% +937 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,553 shares; 2025Q4: 27,422 shares; 2026Q1: 31,136 shares; 2026Q2: 35,181 shares 35,181 $1.86M 0.03% +4,045 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,724 shares; 2024Q4: 1,860 shares; 2025Q1: 1,860 shares; 2025Q2: 1,861 shares; 2025Q3: 5,707 shares; 2025Q4: 4,744 shares; 2026Q1: 6,026 shares; 2026Q2: 5,597 shares 5,597 $1.85M 0.03% -429 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,867 shares; 2024Q4: 14,497 shares; 2025Q1: 14,911 shares; 2025Q2: 12,521 shares; 2025Q3: 2,565 shares; 2025Q4: not reported; 2026Q1: 7,316 shares; 2026Q2: 7,322 shares 7,322 $1.85M 0.03% +6 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,402 shares; 2024Q4: 1,800 shares; 2025Q1: 1,504 shares; 2025Q2: 1,443 shares; 2025Q3: 5,823 shares; 2025Q4: 2,614 shares; 2026Q1: 5,611 shares; 2026Q2: 5,408 shares 5,408 $1.84M 0.03% -203 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,758 shares; 2024Q4: 4,736 shares; 2025Q1: 5,193 shares; 2025Q2: 5,422 shares; 2025Q3: 1,177 shares; 2025Q4: 1,155 shares; 2026Q1: 10,379 shares; 2026Q2: 10,726 shares 10,726 $1.82M 0.03% +347 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,580 shares; 2025Q4: 12,866 shares; 2026Q1: 13,913 shares; 2026Q2: 15,760 shares 15,760 $1.82M 0.03% +1,847 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 801 shares; 2026Q2: 799 shares 799 $1.82M 0.03% -2 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,220 shares; 2024Q4: 9,327 shares; 2025Q1: 9,344 shares; 2025Q2: 27,933 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,604 shares; 2026Q2: 37,801 shares 37,801 $1.82M 0.03% +1,197 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,976 shares; 2024Q4: 4,952 shares; 2025Q1: 5,578 shares; 2025Q2: 5,759 shares; 2025Q3: 3,397 shares; 2025Q4: 2,808 shares; 2026Q1: 8,930 shares; 2026Q2: 7,098 shares 7,098 $1.81M 0.03% -1,832 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 531 shares; 2024Q4: 7,351 shares; 2025Q1: 6,866 shares; 2025Q2: 8,854 shares; 2025Q3: 781 shares; 2025Q4: 745 shares; 2026Q1: 3,418 shares; 2026Q2: 3,553 shares 3,553 $1.81M 0.03% +135 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,617 shares 15,617 $1.79M 0.03% new Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,344 shares; 2025Q4: 27,284 shares; 2026Q1: 37,255 shares; 2026Q2: 36,758 shares 36,758 $1.78M 0.03% -497 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 53,018 shares; 2025Q1: 59,382 shares; 2025Q2: 105,892 shares; 2025Q3: 45,637 shares; 2025Q4: 63,495 shares; 2026Q1: 181,977 shares; 2026Q2: 159,732 shares 159,732 $1.78M 0.03% -22,245 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,601 shares; 2024Q4: 11,143 shares; 2025Q1: 10,519 shares; 2025Q2: 11,002 shares; 2025Q3: 22,497 shares; 2025Q4: 13,105 shares; 2026Q1: 30,251 shares; 2026Q2: 29,390 shares 29,390 $1.78M 0.03% -861 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,383 shares; 2025Q4: 42,497 shares; 2026Q1: 44,065 shares; 2026Q2: 44,892 shares 44,892 $1.77M 0.03% +827 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,058 shares; 2024Q4: 1,813 shares; 2025Q1: 2,430 shares; 2025Q2: 2,416 shares; 2025Q3: 3,434 shares; 2025Q4: 1,006 shares; 2026Q1: 3,737 shares; 2026Q2: 3,482 shares 3,482 $1.77M 0.03% -255 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,945 shares; 2024Q4: 10,345 shares; 2025Q1: 8,945 shares; 2025Q2: 6,567 shares; 2025Q3: 35,954 shares; 2025Q4: 25,876 shares; 2026Q1: 16,996 shares; 2026Q2: 18,389 shares 18,389 $1.77M 0.03% +1,393 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,996 shares; 2026Q2: 34,399 shares 34,399 $1.76M 0.03% +25,403 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 931 shares; 2025Q1: not reported; 2025Q2: 864 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,428 shares; 2026Q2: 2,673 shares 2,673 $1.75M 0.03% +245 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,814 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,919 shares; 2025Q3: 3,038 shares; 2025Q4: 3,691 shares; 2026Q1: 6,563 shares; 2026Q2: 7,026 shares 7,026 $1.75M 0.03% +463 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,529 shares; 2024Q4: 6,636 shares; 2025Q1: 5,020 shares; 2025Q2: 4,929 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,529 shares; 2026Q2: 6,334 shares 6,334 $1.72M 0.03% -195 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,736 shares; 2024Q4: 19,108 shares; 2025Q1: 18,250 shares; 2025Q2: 18,230 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,386 shares; 2026Q2: 17,710 shares 17,710 $1.72M 0.03% +324 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,319 shares; 2025Q3: 1,436 shares; 2025Q4: 1,190 shares; 2026Q1: 5,997 shares; 2026Q2: 5,861 shares 5,861 $1.7M 0.03% -136 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 2,476 shares; 2025Q4: 6,215 shares; 2026Q1: 8,454 shares; 2026Q2: 8,939 shares 8,939 $1.7M 0.03% +485 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 452 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,799 shares; 2026Q2: 17,079 shares 17,079 $1.7M 0.03% +2,280 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,037 shares; 2025Q4: 14,999 shares; 2026Q1: 15,085 shares; 2026Q2: 17,600 shares 17,600 $1.7M 0.03% +2,515 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,875 shares; 2025Q3: not reported; 2025Q4: 1,176 shares; 2026Q1: 3,425 shares; 2026Q2: 4,272 shares 4,272 $1.69M 0.03% +847 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,721 shares; 2024Q4: 3,693 shares; 2025Q1: 2,973 shares; 2025Q2: 3,355 shares; 2025Q3: 2,069 shares; 2025Q4: 3,478 shares; 2026Q1: 5,884 shares; 2026Q2: 5,927 shares 5,927 $1.67M 0.03% +43 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,782 shares; 2024Q4: 3,196 shares; 2025Q1: 3,209 shares; 2025Q2: 3,919 shares; 2025Q3: not reported; 2025Q4: 3,761 shares; 2026Q1: 7,218 shares; 2026Q2: 4,752 shares 4,752 $1.66M 0.03% -2,466 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,580 shares 11,580 $1.66M 0.03% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,401 shares; 2024Q4: 8,563 shares; 2025Q1: 8,091 shares; 2025Q2: 3,805 shares; 2025Q3: 4,071 shares; 2025Q4: 7,909 shares; 2026Q1: 11,325 shares; 2026Q2: 18,295 shares 18,295 $1.65M 0.03% +6,970 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,358 shares; 2024Q4: 21,835 shares; 2025Q1: 20,956 shares; 2025Q2: 19,984 shares; 2025Q3: 13,598 shares; 2025Q4: 10,126 shares; 2026Q1: 35,422 shares; 2026Q2: 37,382 shares 37,382 $1.65M 0.03% +1,960 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 880 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,661 shares; 2026Q2: 11,833 shares 11,833 $1.63M 0.03% +2,172 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,401 shares; 2026Q2: 10,504 shares 10,504 $1.63M 0.03% +1,103 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,262 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,146 shares; 2025Q4: 6,595 shares; 2026Q1: 28,301 shares; 2026Q2: 27,975 shares 27,975 $1.63M 0.03% -326 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,086 shares; 2024Q4: 13,319 shares; 2025Q1: 13,110 shares; 2025Q2: 13,071 shares; 2025Q3: not reported; 2025Q4: 6,935 shares; 2026Q1: 28,401 shares; 2026Q2: 27,020 shares 27,020 $1.61M 0.03% -1,381 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 293 shares; 2025Q3: 4,538 shares; 2025Q4: 6,885 shares; 2026Q1: 10,763 shares; 2026Q2: 9,677 shares 9,677 $1.6M 0.03% -1,086 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,080 shares; 2024Q4: 961 shares; 2025Q1: 999 shares; 2025Q2: 977 shares; 2025Q3: 104 shares; 2025Q4: 267 shares; 2026Q1: 1,626 shares; 2026Q2: 941 shares 941 $1.6M 0.03% -685 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,647 shares; 2025Q4: 9,052 shares; 2026Q1: 26,622 shares; 2026Q2: 26,701 shares 26,701 $1.59M 0.03% +79 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,887 shares; 2024Q4: 2,849 shares; 2025Q1: 2,401 shares; 2025Q2: 2,009 shares; 2025Q3: 1,102 shares; 2025Q4: 1,042 shares; 2026Q1: 2,230 shares; 2026Q2: 2,100 shares 2,100 $1.59M 0.03% -130 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,973 shares; 2026Q1: 6,687 shares; 2026Q2: 6,559 shares 6,559 $1.59M 0.03% -128 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,539 shares; 2025Q4: 75,539 shares; 2026Q1: 75,833 shares; 2026Q2: 75,733 shares 75,733 $1.59M 0.03% -100 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,249 shares; 2025Q3: 3,462 shares; 2025Q4: 11,783 shares; 2026Q1: 18,564 shares; 2026Q2: 18,189 shares 18,189 $1.58M 0.03% -375 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,025 shares; 2025Q1: 7,035 shares; 2025Q2: 7,044 shares; 2025Q3: 8,786 shares; 2025Q4: not reported; 2026Q1: 22,488 shares; 2026Q2: 12,282 shares 12,282 $1.57M 0.03% -10,206 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,090 shares; 2025Q3: 78,085 shares; 2025Q4: 79,580 shares; 2026Q1: 79,658 shares; 2026Q2: 84,392 shares 84,392 $1.56M 0.03% +4,734 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,075 shares 31,075 $1.56M 0.03% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,996 shares; 2024Q4: 44,750 shares; 2025Q1: 39,725 shares; 2025Q2: 37,995 shares; 2025Q3: not reported; 2025Q4: 14,191 shares; 2026Q1: 50,089 shares; 2026Q2: 39,297 shares 39,297 $1.56M 0.03% -10,792 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,515 shares; 2026Q2: 30,663 shares 30,663 $1.55M 0.03% -1,852 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,810 shares; 2024Q4: 21,364 shares; 2025Q1: 20,551 shares; 2025Q2: 19,918 shares; 2025Q3: 5,941 shares; 2025Q4: not reported; 2026Q1: 45,806 shares; 2026Q2: 41,733 shares 41,733 $1.54M 0.03% -4,073 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,546 shares; 2025Q4: 68,375 shares; 2026Q1: 87,828 shares; 2026Q2: 76,789 shares 76,789 $1.54M 0.03% -11,039 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,405 shares; 2024Q4: 2,884 shares; 2025Q1: 10,139 shares; 2025Q2: 152 shares; 2025Q3: 6,984 shares; 2025Q4: 7,276 shares; 2026Q1: 5,916 shares; 2026Q2: 10,457 shares 10,457 $1.53M 0.03% +4,541 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,933 shares; 2024Q4: 4,789 shares; 2025Q1: 4,729 shares; 2025Q2: 5,457 shares; 2025Q3: 2,935 shares; 2025Q4: 2,946 shares; 2026Q1: 4,604 shares; 2026Q2: 11,607 shares 11,607 $1.53M 0.03% +7,003 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142 shares; 2025Q3: 5,327 shares; 2025Q4: 12,329 shares; 2026Q1: 15,006 shares; 2026Q2: 13,472 shares 13,472 $1.52M 0.03% -1,534 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,437 shares; 2025Q4: 12,786 shares; 2026Q1: 18,953 shares; 2026Q2: 19,181 shares 19,181 $1.52M 0.03% +228 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,333 shares; 2024Q4: 9,674 shares; 2025Q1: 10,339 shares; 2025Q2: 2,462 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,559 shares; 2026Q2: 5,817 shares 5,817 $1.52M 0.03% +1,258 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,152 shares; 2024Q4: 9,411 shares; 2025Q1: 9,412 shares; 2025Q2: 9,413 shares; 2025Q3: 7,217 shares; 2025Q4: 7,229 shares; 2026Q1: 37,799 shares; 2026Q2: 44,735 shares 44,735 $1.51M 0.03% +6,936 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 157 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,698 shares; 2026Q2: 6,553 shares 6,553 $1.51M 0.03% +855 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,407 shares; 2024Q4: 1,947 shares; 2025Q1: 5,109 shares; 2025Q2: 5,524 shares; 2025Q3: 1,686 shares; 2025Q4: not reported; 2026Q1: 8,530 shares; 2026Q2: 8,492 shares 8,492 $1.49M 0.03% -38 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,201 shares; 2026Q2: 43,802 shares 43,802 $1.48M 0.03% -399 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 740 shares; 2025Q3: not reported; 2025Q4: 24,540 shares; 2026Q1: 22,566 shares; 2026Q2: 38,940 shares 38,940 $1.48M 0.03% +16,374 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,360 shares; 2026Q2: 15,575 shares 15,575 $1.47M 0.03% +13,215 Timeline OFG OFG BANCORP More: the full row for OFG BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,973 shares; 2026Q2: 29,827 shares 29,827 $1.47M 0.03% -146 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 205 shares; 2025Q3: 2,087 shares; 2025Q4: 2,814 shares; 2026Q1: 10,612 shares; 2026Q2: 11,164 shares 11,164 $1.47M 0.03% +552 Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,712 shares; 2025Q4: 42,183 shares; 2026Q1: 44,057 shares; 2026Q2: 44,391 shares 44,391 $1.46M 0.03% +334 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,383 shares; 2026Q1: 2,854 shares; 2026Q2: 2,946 shares 2,946 $1.45M 0.03% +92 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 613 shares; 2025Q3: 7,914 shares; 2025Q4: 19,346 shares; 2026Q1: 15,767 shares; 2026Q2: 15,442 shares 15,442 $1.44M 0.03% -325 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,380 shares; 2025Q1: 18,149 shares; 2025Q2: 16,705 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,406 shares; 2026Q2: 14,238 shares 14,238 $1.43M 0.03% +1,832 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,737 shares; 2024Q4: 3,803 shares; 2025Q1: not reported; 2025Q2: 2,771 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,663 shares 1,663 $1.43M 0.03% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,150 shares; 2025Q4: 13,225 shares; 2026Q1: 13,224 shares; 2026Q2: 13,224 shares 13,224 $1.43M 0.03% 0 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,453 shares; 2026Q1: 17,299 shares; 2026Q2: 20,093 shares 20,093 $1.42M 0.03% +2,794 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,190 shares; 2026Q1: 24,856 shares; 2026Q2: 27,756 shares 27,756 $1.42M 0.03% +2,900 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,259 shares; 2025Q1: 7,422 shares; 2025Q2: 863 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,586 shares 30,586 $1.41M 0.03% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,865 shares; 2024Q4: 24,806 shares; 2025Q1: 27,256 shares; 2025Q2: 31,315 shares; 2025Q3: 24,934 shares; 2025Q4: 5,779 shares; 2026Q1: 35,679 shares; 2026Q2: 33,155 shares 33,155 $1.41M 0.03% -2,524 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,609 shares; 2024Q4: 105,333 shares; 2025Q1: 92,289 shares; 2025Q2: 92,709 shares; 2025Q3: not reported; 2025Q4: 19,979 shares; 2026Q1: 112,269 shares; 2026Q2: 105,284 shares 105,284 $1.41M 0.03% -6,985 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152 shares; 2025Q3: 3,990 shares; 2025Q4: 9,798 shares; 2026Q1: 9,088 shares; 2026Q2: 9,133 shares 9,133 $1.4M 0.03% +45 Timeline